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 | $93,488 | $152,542-38.7% | $117,498-20.4% | $134,509-30.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.50% | 53.02%-71.5pp | 29.75%-48.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $37,128 | $5,574+566.1% | $4,178+788.7% | $4,741+683.2% |
| Participant deferral / active EE | $20,500 | $4,819+325.4% | $4,071+403.5% | $6,400+220.3% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |