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.
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).
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 | $149,292 | $468,795-68.2% | $104,672+42.6% | $468,795-68.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.5%+12.5pp | 85.1%+14.9pp |
| Annual return | 8.58% | 39.95%-31.4pp | 39.06%-30.5pp | 39.95%-31.4pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $885-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $15,333-100.0% | $10,110-100.0% |
| Admin fee / account holder | $149 | $8,110-98.2% | $1490% | $8,110-98.2% |