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 | $15,230 | $155,555-90.2% | $146,866-89.6% | $155,188-90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $6,038 | $4,647+29.9% | $4,425+36.5% | $4,248+42.1% |
| Participant deferral / active EE | $10,923 | $8,044+35.8% | $7,759+40.8% | $6,531+67.2% |
| Admin fee / account holder | $9 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |