Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,300 | $110,379-97.0% | $102,412-96.8% | $145,884-97.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 115.71% | 24.84%+90.9pp | 24.94%+90.8pp | 551.85%-436.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,168 | $5,622-43.6% | $5,060-37.4% | $6,690-52.6% |
| Admin fee / account holder | $47 | $9,745-99.5% | $8,388-99.4% | $13,392-99.7% |