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 | $99,053+3030.6% | $88,179+3416.7% | $138,895+2132.6% |
| Participation rate | 4.5% | 74.2%-69.7pp | 69.1%-64.6pp | 79.9%-75.4pp |
| Annual return | 1.05% | 78.17%-77.1pp | 64.97%-63.9pp | 145.39%-144.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | -$56 | $8,748-100.6% | $7,673-100.7% | $12,562-100.4% |