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.
Annual investment return 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 | $278,143 | $102,595+171.1% | $94,057+195.7% | $154,746+79.7% |
| Participation rate | 27.8% | 76.0%-48.2pp | 73.3%-45.6pp | 80.7%-52.9pp |
| Annual return | 7.71% | 583.42%-575.7pp | 480.62%-472.9pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,335 | $3,147-57.6% | $2,933-54.5% | $4,379-69.5% |
| Participant deferral / active EE | $3,983 | $5,118-22.2% | $4,709-15.4% | $6,730-40.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |