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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,370-100.0% | $184,256-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 13.99% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,536 | $7,024-63.9% | $6,427-60.5% | $4,663-45.6% |
| Participant deferral / active EE | $5,189 | $9,808-47.1% | $9,133-43.2% | $6,689-22.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |