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 | $500,809 | $93,346+436.5% | $71,796+597.5% | $273,972+82.8% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | -5.11% | 130.39%-135.5pp | 78.04%-83.1pp | 41.46%-46.6pp |
| Employer contribution / active EE | $1,114 | $2,733-59.2% | $1,924-42.1% | $4,869-77.1% |
| Participant deferral / active EE | $3,163 | $3,475-9.0% | $2,794+13.2% | $5,287-40.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |