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 | $106,005-100.0% | $92,239-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 13.58% | 50.05%-36.5pp | 176.29%-162.7pp | 578.58%-565.0pp |
| Employer contribution / active EE | $759 | $4,333-82.5% | $3,680-79.4% | $4,876-84.4% |
| Participant deferral / active EE | $3,254 | $4,478-27.3% | $3,897-16.5% | $5,439-40.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |