Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,553 | $88,754-84.7% | $81,820-83.4% | $145,877-90.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.28% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,241 | $3,085-59.8% | $2,915-57.4% | $4,663-73.4% |
| Participant deferral / active EE | $4,573 | $4,648-1.6% | $4,323+5.8% | $6,691-31.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |