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.
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 | $137,037 | $289,211-52.6% | $260,467-47.4% | $198,609-31.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.35% | 112.90%-96.5pp | 100.60%-84.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,750 | $4,663-19.6% | $4,239-11.5% | $5,055-25.8% |
| Participant deferral / active EE | $5,232 | $6,812-23.2% | $6,319-17.2% | $6,977-25.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |