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 | $461,745 | $103,000+348.3% | $90,300+411.3% | $152,885+202.0% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.5%-64.3pp |
| Annual return | 8.75% | 95.19%-86.4pp | 78.11%-69.4pp | 345.39%-336.6pp |
| Employer contribution / active EE | $235 | $3,138-92.5% | $2,854-91.8% | $4,763-95.1% |
| Participant deferral / active EE | $2,909 | $4,281-32.0% | $3,884-25.1% | $5,851-50.3% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |