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.
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 | $262,932 | $97,751+169.0% | $103,447+154.2% | $145,877+80.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-47.0pp |
| Annual return | 21.37% | 25.43%-4.1pp | 23.92%-2.6pp | 551.28%-529.9pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,123 | $6,603-7.3% | $6,624-7.6% | $6,691-8.5% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |