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.
Employer contribution per participant 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 | $45,117 | $47,848-5.7% | $81,473-44.6% | $70,126-35.7% |
| Participation rate | 86.2% | 58.3%+27.9pp | 68.0%+18.2pp | 69.5%+16.7pp |
| Annual return | 14.30% | 27.25%-12.9pp | 38.78%-24.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $161 | $3,145-94.9% | $4,561-96.5% | $4,645-96.5% |