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 | $70,366+295.3% | $66,674+317.2% | $138,895+100.3% |
| Participation rate | 27.8% | 76.2%-48.4pp | 73.7%-45.9pp | 79.9%-52.1pp |
| Annual return | 7.71% | 386.41%-378.7pp | 321.24%-313.5pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,335 | $2,765-51.7% | $2,620-49.1% | $4,194-68.2% |
| Participant deferral / active EE | $3,983 | $4,374-8.9% | $4,084-2.5% | $6,396-37.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |