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 | $504,999 | $72,071+600.7% | $68,368+638.7% | $137,256+267.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 12.51% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,499 | $2,788-10.4% | $2,649-5.7% | $4,156-39.9% |
| Participant deferral / active EE | $5,985 | $4,410+35.7% | $4,123+45.2% | $6,407-6.6% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |