Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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 | $2,578,824-100.0% | $2,578,824-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 33.3%-33.3pp | 31.0%-31.0pp |
| Annual return | 9.40% | 2.75%+6.6pp | 2.86%+6.5pp | 14.18%-4.8pp |
| Employer contribution / active EE | $40,236 | $27,928+44.1% | $27,232+47.8% | $33,339+20.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $24,997-100.0% | $24,997-100.0% | $17,688-100.0% |