Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $548,215 | $110,410+396.5% | $102,437+435.2% | $145,897+275.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.63% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $61 | $4,217-98.5% | $3,871-98.4% | $4,663-98.7% |
| Participant deferral / active EE | $9,597 | $5,622+70.7% | $5,060+89.7% | $6,689+43.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |