Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,697 | $61,815-81.1% | $97,295-88.0% | $80,959-85.6% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.7%+25.8pp | 67.7%+30.7pp |
| Annual return | 41.66% | -558.73%+600.4pp | 75.62%-34.0pp | 35.67%+6.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $293 | $5,166-94.3% | $5,646-94.8% | $6,925-95.8% |