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 | $328,727 | $112,729+191.6% | $98,716+233.0% | $137,256+139.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 8.93% | 38.48%-29.5pp | 31.81%-22.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,049 | $2,725-61.5% | $2,279-54.0% | $4,156-74.8% |
| Participant deferral / active EE | $3,147 | $4,640-32.2% | $4,048-22.2% | $6,407-50.9% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |