Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
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 | $8,142 | $110,379-92.6% | $102,412-92.1% | $145,884-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.60% | 24.84%-4.2pp | 24.94%-4.3pp | 551.85%-531.3pp |
| Employer contribution / active EE | $2,461 | $4,216-41.6% | $3,870-36.4% | $4,662-47.2% |
| Participant deferral / active EE | $5,383 | $5,622-4.3% | $5,060+6.4% | $6,690-19.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |