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 | $356,763 | $156,398+128.1% | $147,318+142.2% | $138,895+156.9% |
| Participation rate | 23.5% | 83.8%-60.2pp | 82.1%-58.5pp | 79.9%-56.4pp |
| Annual return | 18.01% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $817 | $4,853-83.2% | $4,593-82.2% | $4,194-80.5% |
| Participant deferral / active EE | $3,032 | $8,237-63.2% | $7,906-61.7% | $6,396-52.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |