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 | $3,100,975 | $107,809+2776.3% | $97,032+3095.8% | $155,188+1898.2% |
| Participation rate | 4.5% | 75.5%-70.9pp | 71.6%-67.0pp | 80.8%-76.3pp |
| Annual return | 1.05% | 38.06%-37.0pp | 35.38%-34.3pp | 148.84%-147.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | -$56 | $10,717-100.5% | $9,418-100.6% | $14,480-100.4% |