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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,184 | $150,435-30.7% | $120,580-13.6% | $145,897-28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 0.46% | 154.60%-154.1pp | 107.48%-107.0pp | 552.29%-551.8pp |
| Employer contribution / active EE | $2,354 | $4,352-45.9% | $3,469-32.2% | $4,663-49.5% |
| Participant deferral / active EE | $18,000 | $6,174+191.5% | $4,995+260.3% | $6,689+169.1% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |