Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Employer 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 | $477,876 | $199,109+140.0% | $173,730+175.1% | $154,746+208.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 11.35% | 20.02%-8.7pp | 19.96%-8.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,069 | $5,311-79.9% | $4,577-76.7% | $4,379-75.6% |
| Participant deferral / active EE | $7,167 | $7,113+0.8% | $6,326+13.3% | $6,730+6.5% |
| Admin fee / account holder | $132 | $20,916-99.4% | $17,523-99.2% | $14,365-99.1% |