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 | $375,068 | $183,539+104.4% | $155,556+141.1% | $145,897+157.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.38% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,016 | $5,315-80.9% | $4,675-78.3% | $4,663-78.2% |
| Participant deferral / active EE | $2,616 | $6,467-59.6% | $5,631-53.5% | $6,689-60.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |