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 | $287,191 | $111,878+156.7% | $93,727+206.4% | $145,897+96.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 8.79% | 204.28%-195.5pp | 133.83%-125.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $531 | $3,092-82.8% | $2,421-78.1% | $4,663-88.6% |
| Participant deferral / active EE | $1,779 | $4,920-63.9% | $4,417-59.7% | $6,689-73.4% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |