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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $473,809 | $176,120+169.0% | $159,487+197.1% | $167,553+182.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.96% | 331.95%-316.0pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $7,034 | $5,299+32.7% | $4,831+45.6% | $4,840+45.3% |
| Participant deferral / active EE | $10,010 | $7,752+29.1% | $7,354+36.1% | $6,343+57.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |