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 | $2,217 | $47,479-95.3% | $62,929-96.5% | $82,448-97.3% |
| Participation rate | 90.2% | 66.9%+23.3pp | 73.1%+17.1pp | 68.1%+22.1pp |
| Annual return | 0.00% | 20.34%-20.3pp | 1063.93%-1063.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,006 | $1,885-46.6% | $2,505-59.8% | $2,551-60.6% |
| Participant deferral / active EE | $919 | $2,870-68.0% | $3,888-76.4% | $4,139-77.8% |
| Admin fee / account holder | $58 | $3,804-98.5% | $5,065-98.8% | $7,234-99.2% |