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 | $25,984 | $108,825-76.1% | $156,181-83.4% | $82,448-68.5% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 22.22% | 20.59%+1.6pp | 64.87%-42.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,932 | $2,870-32.7% | $4,294-55.0% | $2,551-24.2% |
| Participant deferral / active EE | $3,877 | $4,577-15.3% | $6,132-36.8% | $4,139-6.3% |
| Admin fee / account holder | $256 | $9,341-97.3% | $14,586-98.2% | $7,234-96.5% |