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 | $260,618 | $183,627+41.9% | $155,602+67.5% | $145,978+78.5% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 9.99% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $504 | $5,316-90.5% | $4,675-89.2% | $4,662-89.2% |
| Participant deferral / active EE | $4,357 | $6,466-32.6% | $5,629-22.6% | $6,690-34.9% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |