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 | $339,305 | $165,399+105.1% | $149,745+126.6% | $158,982+113.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.69% | 348.34%-347.7pp | 276.72%-276.0pp | 302.99%-302.3pp |
| Employer contribution / active EE | $1,030 | $5,105-79.8% | $4,646-77.8% | $4,763-78.4% |
| Participant deferral / active EE | $6,395 | $7,183-11.0% | $6,843-6.6% | $5,983+6.9% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |