Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $932,875 | $70,366+1225.8% | $66,674+1299.2% | $138,895+571.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 6.79% | 386.41%-379.6pp | 321.24%-314.5pp | 145.39%-138.6pp |
| Employer contribution / active EE | $525 | $2,765-81.0% | $2,620-80.0% | $4,194-87.5% |
| Participant deferral / active EE | $3,150 | $4,374-28.0% | $4,084-22.9% | $6,396-50.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |