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 | $188,255 | $183,592+2.5% | $155,574+21.0% | $145,877+29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.35% | 61.37%-38.0pp | 64.87%-41.5pp | 551.28%-527.9pp |
| Employer contribution / active EE | $18,299 | $5,317+244.2% | $4,676+291.4% | $4,663+292.4% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $8 | $19,316-100.0% | $15,914-100.0% | $13,402-99.9% |