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 | $297,588 | $142,392+109.0% | $119,622+148.8% | $134,532+121.2% |
| Participation rate | 35.0% | 82.8%-47.8pp | 79.3%-44.3pp | 81.2%-46.2pp |
| Annual return | -22.00% | -12.46%-9.5pp | -14.98%-7.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,932 | $5,224-43.9% | $4,232-30.7% | $4,741-38.2% |
| Participant deferral / active EE | $6,977 | $6,467+7.9% | $5,601+24.6% | $6,401+9.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |