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 | $162,821-100.0% | $133,978-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 5.61% | 41.95%-36.3pp | 45.10%-39.5pp | 302.99%-297.4pp |
| Employer contribution / active EE | $22,808 | $4,976+358.3% | $3,919+482.0% | $4,763+378.9% |
| Participant deferral / active EE | $12,875 | $5,910+117.8% | $5,047+155.1% | $5,983+115.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |