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 | $261,128 | $147,556+77.0% | $129,031+102.4% | $198,609+31.5% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | -5.26% | 37.41%-42.7pp | 34.67%-39.9pp | 202.70%-208.0pp |
| Employer contribution / active EE | $2,707 | $3,645-25.7% | $3,226-16.1% | $5,055-46.5% |
| Participant deferral / active EE | $3,110 | $5,760-46.0% | $5,217-40.4% | $6,977-55.4% |
| Admin fee / account holder | $116 | $15,467-99.3% | $13,208-99.1% | $19,030-99.4% |