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.
Participant 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 | $625,744 | $115,225+443.1% | $100,712+521.3% | $138,895+350.5% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 18.96% | 40.35%-21.4pp | 33.27%-14.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $14,637 | $2,771+428.2% | $2,313+532.9% | $4,194+249.0% |
| Participant deferral / active EE | $473 | $4,699-89.9% | $4,085-88.4% | $6,396-92.6% |
| Admin fee / account holder | $258 | $10,844-97.6% | $9,256-97.2% | $12,562-97.9% |