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 | $8,954 | $68,573-86.9% | $120,368-92.6% | $80,874-88.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 19.09% | 23.61%-4.5pp | 107.26%-88.2pp | 35.62%-16.5pp |
| Employer contribution / active EE | $1,782 | $2,052-13.1% | $3,465-48.6% | $2,756-35.3% |
| Participant deferral / active EE | $3,808 | $3,174+20.0% | $4,991-23.7% | $4,297-11.4% |
| Admin fee / account holder | $151 | $5,734-97.4% | $9,429-98.4% | $6,935-97.8% |