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 | $209,874-100.0% | $189,537-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 587.70% | 748.61%-160.9pp | 555.34%+32.4pp | 478.82%+108.9pp |
| Employer contribution / active EE | $14,479 | $6,913+109.4% | $6,161+135.0% | $4,839+199.2% |
| Participant deferral / active EE | $15,967 | $8,934+78.7% | $8,220+94.2% | $6,342+151.8% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |