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 | $294,776 | $82,324+258.1% | $68,803+328.4% | $134,545+119.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -22.94% | -2.17%-20.8pp | -6.37%-16.6pp | 418.37%-441.3pp |
| Employer contribution / active EE | $6,379 | $3,302+93.2% | $2,656+140.2% | $4,742+34.5% |
| Participant deferral / active EE | $8,507 | $4,740+79.5% | $3,942+115.8% | $6,401+32.9% |
| Admin fee / account holder | $13 | $6,485-99.8% | $4,936-99.7% | $11,431-99.9% |