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 | $95,975-100.0% | $74,549-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -7.71% | 56.96%-64.7pp | 32.53%-40.2pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,943 | $2,716+8.4% | $1,961+50.1% | $4,779-38.4% |
| Participant deferral / active EE | $5,141 | $3,844+33.8% | $3,108+65.4% | $5,609-8.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |