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 | $421,218 | $171,867+145.1% | $149,721+181.3% | $147,586+185.4% |
| Participation rate | 36.4% | 88.2%-51.8pp | 87.1%-50.7pp | 82.8%-46.5pp |
| Annual return | 16.85% | 2113.36%-2096.5pp | 1501.67%-1484.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,167 | $6,275-81.4% | $5,444-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $5,079 | $7,270-30.1% | $6,568-22.7% | $5,439-6.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |