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 | $899,623 | $93,345+863.8% | $119,126+655.2% | $87,485+928.3% |
| Participation rate | 7.1% | 68.7%-61.6pp | 75.8%-68.6pp | 68.9%-61.8pp |
| Annual return | 16.99% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $420 | $3,172-86.8% | $4,034-89.6% | $2,596-83.8% |
| Participant deferral / active EE | $2,230 | $4,099-45.6% | $5,318-58.1% | $4,274-47.8% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |