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 | $273,373 | $99,644+174.3% | $86,438+216.3% | $134,532+103.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -29.49% | 6787.26%-6816.7pp | 4397.19%-4426.7pp | 418.27%-447.8pp |
| Employer contribution / active EE | $2,495 | $4,402-43.3% | $3,769-33.8% | $4,741-47.4% |
| Participant deferral / active EE | $4,737 | $7,247-34.6% | $6,952-31.9% | $6,401-26.0% |
| Admin fee / account holder | $12 | $8,375-99.9% | $6,733-99.8% | $11,429-99.9% |