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 | $150,346+100.9% | $120,524+150.6% | $145,877+107.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 80.93% | 154.40%-73.5pp | 107.36%-26.4pp | 551.28%-470.4pp |
| Employer contribution / active EE | $741 | $4,353-83.0% | $3,469-78.6% | $4,663-84.1% |
| Participant deferral / active EE | $10,167 | $6,172+64.7% | $4,994+103.6% | $6,691+52.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |