Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,930-100.0% | $76,089-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 62.1%-62.1pp | 69.1%-69.1pp | 67.7%-67.7pp |
| Annual return | 19.28% | 20.58%-1.3pp | 360.94%-341.7pp | 35.65%-16.4pp |
| Employer contribution / active EE | $3,374 | $1,866+80.8% | $2,690+25.4% | $2,756+22.4% |
| Participant deferral / active EE | $7,028 | $3,051+130.4% | $4,259+65.0% | $4,299+63.5% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,418-100.0% | $6,940-100.0% |