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 | $277,866 | $209,336+32.7% | $197,124+41.0% | $137,256+102.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 10.88% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,651 | $6,591-74.9% | $6,227-73.5% | $4,156-60.3% |
| Participant deferral / active EE | $9,464 | $9,614-1.6% | $9,135+3.6% | $6,407+47.7% |
| Admin fee / account holder | $40 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |