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 | $93,023 | $168,635-44.8% | $147,617-37.0% | $125,389-25.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.81% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $13,327 | $6,252+113.2% | $5,564+139.5% | $4,866+173.9% |
| Participant deferral / active EE | $8,407 | $5,507+52.7% | $4,895+71.7% | $5,352+57.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |