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 | $5,825 | $106,864-94.5% | $147,318-96.0% | $82,637-93.0% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 21.35% | 27.49%-6.1pp | 70.43%-49.1pp | 53.51%-32.2pp |
| Employer contribution / active EE | $2,874 | $3,417-15.9% | $4,593-37.4% | $2,552+12.6% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |