Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $398 | $58,627-99.3% | $76,735-99.5% | $82,448-99.5% |
| Participation rate | 71.8% | 63.2%+8.6pp | 69.5%+2.3pp | 68.1%+3.7pp |
| Annual return | 20.93% | 39.10%-18.2pp | 29.77%-8.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $21 | $5,323-99.6% | $7,189-99.7% | $7,234-99.7% |