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 | $31,188 | $152,597-79.6% | $117,533-73.5% | $134,532-76.8% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -6.12% | 53.04%-59.2pp | 29.77%-35.9pp | 418.27%-424.4pp |
| Employer contribution / active EE | $2,234 | $5,576-59.9% | $4,179-46.5% | $4,741-52.9% |
| Participant deferral / active EE | $7,423 | $4,821+54.0% | $4,072+82.3% | $6,401+16.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |