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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $839,331 | $567,117+48.0% | $499,661+68.0% | $428,746+95.8% |
| Participation rate | 16.7% | 90.0%-73.4pp | 87.9%-71.3pp | 88.2%-71.6pp |
| Annual return | 14.19% | 150.27%-136.1pp | 147.38%-133.2pp | 331.92%-317.7pp |
| Employer contribution / active EE | $0 | $9,533-100.0% | $8,771-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,733-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $60,240-100.0% | $51,240-100.0% | $31,735-100.0% |