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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $309,676 | $76,608+304.2% | $56,077+452.2% | $145,877+112.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 3009.59%-2991.3pp | 1709.28%-1691.0pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,340 | $1,382-3.0% | $1,040+28.8% | $4,663-71.3% |
| Participant deferral / active EE | $30,500 | $2,624+1062.3% | $1,954+1460.9% | $6,691+355.9% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |