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 | $88,815-84.7% | $81,882-83.4% | $145,897-90.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.28% | 1033.75%-1023.5pp | 779.47%-769.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,241 | $3,086-59.8% | $2,916-57.4% | $4,663-73.4% |
| Participant deferral / active EE | $4,573 | $4,647-1.6% | $4,323+5.8% | $6,689-31.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |