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 | $13,314 | $124,980-89.3% | $108,359-87.7% | $154,746-91.4% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 26.35% | 45.00%-18.6pp | 36.89%-10.5pp | 172.34%-146.0pp |
| Employer contribution / active EE | $1,676 | $2,851-41.2% | $2,399-30.1% | $4,379-61.7% |
| Participant deferral / active EE | $3,984 | $4,743-16.0% | $4,137-3.7% | $6,730-40.8% |
| Admin fee / account holder | $210 | $11,502-98.2% | $9,741-97.8% | $14,365-98.5% |