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 | $176,794-100.0% | $146,647-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 10.56% | 24.04%-13.5pp | 22.75%-12.2pp | 478.89%-468.3pp |
| Employer contribution / active EE | $7,245 | $5,161+40.4% | $4,137+75.1% | $4,840+49.7% |
| Participant deferral / active EE | $7,245 | $6,440+12.5% | $5,506+31.6% | $6,343+14.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |