Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,141 | $29,319-92.7% | $52,425-95.9% | $82,448-97.4% |
| Participation rate | 96.0% | 46.9%+49.1pp | 55.6%+40.4pp | 68.1%+27.9pp |
| Annual return | 18.81% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $141 | $1,962-92.8% | $2,495-94.3% | $7,234-98.0% |