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 | $102,591 | $160,028-35.9% | $147,080-30.2% | $145,884-29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.69% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $21,063 | $5,286+298.5% | $4,933+327.0% | $4,662+351.8% |
| Participant deferral / active EE | $20,366 | $8,422+141.8% | $8,066+152.5% | $6,690+204.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |