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 | $317,853 | $106,267+199.1% | $96,520+229.3% | $139,456+127.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 3.73% | 38.45%-34.7pp | 35.72%-32.0pp | 373.45%-369.7pp |
| Employer contribution / active EE | $2,601 | $4,105-36.6% | $3,739-30.4% | $4,753-45.3% |
| Participant deferral / active EE | $3,916 | $5,454-28.2% | $4,879-19.7% | $6,711-41.7% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |