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.
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 | $7,312 | $126,113-94.2% | $116,096-93.7% | $155,188-95.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.06% | 391.72%-376.7pp | 326.25%-311.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,456 | $2,672-45.5% | $2,503-41.8% | $4,248-65.7% |
| Participant deferral / active EE | $1,753 | $4,162-57.9% | $3,952-55.6% | $6,531-73.2% |
| Admin fee / account holder | $229 | $8,045-97.1% | $7,704-97.0% | $14,480-98.4% |