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 | $277,470 | $181,896+52.5% | $156,551+77.2% | $273,972+1.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 0.90% | 30.74%-29.8pp | 32.23%-31.3pp | 41.46%-40.6pp |
| Employer contribution / active EE | $3,064 | $6,248-51.0% | $5,501-44.3% | $4,869-37.1% |
| Participant deferral / active EE | $8,300 | $5,550+49.5% | $4,871+70.4% | $5,287+57.0% |
| Admin fee / account holder | $227 | $15,560-98.5% | $13,028-98.3% | $10,133-97.8% |