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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,523 | $110,830-87.8% | $86,625-84.4% | $167,553-91.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 21.44% | 116.99%-95.6pp | 63.52%-42.1pp | 478.89%-457.5pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11 | $8,420-99.9% | $5,830-99.8% | $12,316-99.9% |