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 | $468,403 | $109,908+326.2% | $97,161+382.1% | $145,978+220.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 6.71% | 243.80%-237.1pp | 75.36%-68.7pp | 550.52%-543.8pp |
| Employer contribution / active EE | $3,216 | $3,077+4.5% | $2,723+18.1% | $4,662-31.0% |
| Participant deferral / active EE | $7,991 | $4,679+70.8% | $4,265+87.4% | $6,690+19.5% |
| Admin fee / account holder | $12 | $6,213-99.8% | $5,647-99.8% | $13,400-99.9% |