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 | $77,472-100.0% | $100,392-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.7%-67.7pp |
| Annual return | 17.54% | 37.26%-19.7pp | 49.45%-31.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $10,721 | $2,800+282.8% | $3,941+172.0% | $2,757+288.9% |
| Participant deferral / active EE | $16,638 | $6,818+144.0% | $8,090+105.7% | $4,299+287.0% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,904-100.0% | $6,924-100.0% |