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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,112 | $127,387-65.4% | $115,038-61.7% | $125,389-64.8% |
| Participation rate | 46.2% | 84.2%-38.0pp | 81.4%-35.2pp | 83.2%-37.0pp |
| Annual return | 3.90% | 31.28%-27.4pp | 26.14%-22.2pp | 282.24%-278.3pp |
| Employer contribution / active EE | $17,777 | $5,166+244.1% | $4,608+285.8% | $4,866+265.3% |
| Participant deferral / active EE | $32,303 | $6,423+402.9% | $6,026+436.0% | $5,352+503.6% |
| Admin fee / account holder | $214 | $9,516-97.8% | $8,175-97.4% | $9,541-97.8% |