Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,383 | $156,398-93.4% | $147,318-93.0% | $138,895-92.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.60% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,374 | $4,853-51.1% | $4,593-48.3% | $4,194-43.4% |
| Participant deferral / active EE | $6,538 | $8,237-20.6% | $7,906-17.3% | $6,396+2.2% |
| Admin fee / account holder | $109 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |