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 | $128,719 | $105,867+21.6% | $90,760+41.8% | $134,532-4.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.24% | -10.99%-8.3pp | -12.16%-7.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $178,638 | $3,464+5057.7% | $2,922+6014.3% | $4,741+3667.9% |
| Participant deferral / active EE | $124,920 | $5,217+2294.4% | $4,565+2636.5% | $6,401+1851.6% |
| Admin fee / account holder | $115 | $13,936-99.2% | $8,444-98.6% | $11,429-99.0% |