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 | $635,201 | $142,361+346.2% | $119,608+431.1% | $134,509+372.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -22.11% | -12.46%-9.7pp | -14.98%-7.1pp | 418.13%-440.2pp |
| Employer contribution / active EE | $4,923 | $5,224-5.8% | $4,232+16.3% | $4,741+3.8% |
| Participant deferral / active EE | $18,428 | $6,468+184.9% | $5,601+229.0% | $6,400+187.9% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |