Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $515,113 | $67,352+664.8% | $60,899+745.9% | $134,509+283.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | 14.52% | 49.99%-35.5pp | 16.92%-2.4pp | 418.13%-403.6pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,667 | $4,539+46.9% | $3,817+74.7% | $6,400+4.2% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |