Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $535,654-100.0% | $434,039-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 97.1%-97.1pp | 96.2%-96.2pp |
| Annual return | 16.44% | 10.51%+5.9pp | 11.11%+5.3pp | 6.50%+9.9pp |
| Employer contribution / active EE | $23,994 | $20,432+17.4% | $18,764+27.9% | $25,613-6.3% |
| Participant deferral / active EE | $0 | $5,377-100.0% | $4,535-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $135,928-100.0% | $112,112-100.0% | $31,748-100.0% |