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.
Participant 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 | $526,628 | $157,304+234.8% | $141,197+273.0% | $152,909+244.4% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 29.36% | 64.34%-35.0pp | 71.41%-42.0pp | 345.46%-316.1pp |
| Employer contribution / active EE | $1,260 | $5,263-76.1% | $4,736-73.4% | $4,764-73.6% |
| Participant deferral / active EE | $1,575 | $7,111-77.9% | $6,710-76.5% | $5,851-73.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |