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 | $604,099 | $185,312+226.0% | $161,489+274.1% | $154,746+290.4% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 18.63% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $199 | $4,769-95.8% | $4,268-95.3% | $4,379-95.4% |
| Participant deferral / active EE | $2,491 | $6,350-60.8% | $5,630-55.8% | $6,730-63.0% |
| Admin fee / account holder | $120 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |