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 | $71,197-100.0% | $93,669-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 12.39% | 11.27%+1.1pp | 133.59%-121.2pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,812 | $1,565+79.7% | $2,424+16.0% | $2,756+2.0% |
| Participant deferral / active EE | $6,779 | $4,036+68.0% | $4,416+53.5% | $4,299+57.7% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |