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 | $847,803 | $99,644+750.8% | $86,438+880.8% | $134,532+530.2% |
| Participation rate | 12.5% | 82.1%-69.6pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | 774.39% | 6787.26%-6012.9pp | 4397.19%-3622.8pp | 418.27%+356.1pp |
| Employer contribution / active EE | $304 | $4,402-93.1% | $3,769-91.9% | $4,741-93.6% |
| Participant deferral / active EE | $3,250 | $7,247-55.2% | $6,952-53.3% | $6,401-49.2% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |