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 | $114,013-100.0% | $103,693-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 115.26% | 49.31%+66.0pp | 47.61%+67.7pp | 148.84%-33.6pp |
| Employer contribution / active EE | $1,621 | $3,131-48.2% | $2,920-44.5% | $4,248-61.8% |
| Participant deferral / active EE | $1,573 | $4,970-68.4% | $4,579-65.7% | $6,531-75.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |