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 | $1,389,823 | $181,062+667.6% | $158,223+778.4% | $155,188+795.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 7.59% | 57.39%-49.8pp | 52.09%-44.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $9,670 | $4,565+111.8% | $4,109+135.3% | $4,248+127.6% |
| Participant deferral / active EE | $16,438 | $6,134+168.0% | $5,467+200.7% | $6,531+151.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |