Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $184,014-100.0% | $161,149-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 18.80% | 21.52%-2.7pp | 21.16%-2.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $5,932 | $5,055+17.3% | $4,360+36.0% | $4,194+41.4% |
| Participant deferral / active EE | $17,375 | $6,909+151.5% | $6,153+182.4% | $6,396+171.6% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |