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 | $721,031 | $172,111+318.9% | $150,298+379.7% | $137,256+425.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 10.90% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,691 | $4,636-63.5% | $4,154-59.3% | $4,156-59.3% |
| Participant deferral / active EE | $7,699 | $6,166+24.9% | $5,453+41.2% | $6,407+20.2% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |