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).
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 | $34,992 | $196,972-82.2% | $182,262-80.8% | $198,609-82.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.90% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $2,316 | $5,364-56.8% | $5,046-54.1% | $5,055-54.2% |
| Participant deferral / active EE | $20,081 | $8,643+132.4% | $8,276+142.6% | $6,977+187.8% |
| Admin fee / account holder | $120 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |