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 | $406,307 | $138,078+194.3% | $125,363+224.1% | $134,509+202.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -24.87% | 750.49%-775.4pp | 572.15%-597.0pp | 418.13%-443.0pp |
| Employer contribution / active EE | $2,000 | $5,245-61.9% | $4,815-58.5% | $4,741-57.8% |
| Participant deferral / active EE | $13,000 | $7,800+66.7% | $7,447+74.6% | $6,400+103.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |