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 | $467,056 | $160,070+191.8% | $147,117+217.5% | $145,897+220.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 8.61% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,392 | $5,285-54.7% | $4,932-51.5% | $4,663-48.7% |
| Participant deferral / active EE | $5,650 | $8,419-32.9% | $8,065-29.9% | $6,689-15.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |