Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,811 | $108,942+280.8% | $100,415+313.1% | $145,897+184.3% |
| Participation rate | 22.2% | 83.0%-60.8pp | 81.5%-59.3pp | 80.3%-58.1pp |
| Annual return | 21.97% | 58.27%-36.3pp | 49.47%-27.5pp | 552.29%-530.3pp |
| Employer contribution / active EE | $421 | $4,422-90.5% | $3,943-89.3% | $4,663-91.0% |
| Participant deferral / active EE | $1,468 | $8,461-82.6% | $8,091-81.9% | $6,689-78.1% |
| Admin fee / account holder | $46 | $9,702-99.5% | $7,906-99.4% | $13,390-99.7% |