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 | $68,586-100.0% | $120,380-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.6%-67.6pp |
| Annual return | 14.08% | 23.62%-9.5pp | 107.28%-93.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,194 | $2,053+6.9% | $3,465-36.7% | $2,756-20.4% |
| Participant deferral / active EE | $3,811 | $3,174+20.1% | $4,992-23.7% | $4,297-11.3% |
| Admin fee / account holder | $0 | $5,733-100.0% | $9,421-100.0% | $6,935-100.0% |