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 | $562,390 | $166,268+238.2% | $165,100+240.6% | $145,897+285.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.03% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,011 | $5,284-80.9% | $4,348-76.7% | $4,663-78.3% |
| Participant deferral / active EE | $13,923 | $6,964+99.9% | $6,035+130.7% | $6,689+108.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |