Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $302,091 | $150,435+100.8% | $120,580+150.5% | $145,897+107.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 80.93% | 154.60%-73.7pp | 107.48%-26.6pp | 552.29%-471.4pp |
| Employer contribution / active EE | $741 | $4,352-83.0% | $3,469-78.7% | $4,663-84.1% |
| Participant deferral / active EE | $10,167 | $6,174+64.7% | $4,995+103.5% | $6,689+52.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |