Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $185,225-100.0% | $142,898-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | 30.60% | 8558.12%-8527.5pp | 5639.64%-5609.0pp | 478.89%-448.3pp |
| Employer contribution / active EE | $76,000 | $5,607+1255.5% | $4,146+1733.2% | $4,840+1470.4% |
| Participant deferral / active EE | $39,000 | $4,496+767.5% | $3,838+916.0% | $6,343+514.9% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |