Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $564,969-100.0% | $409,935-100.0% | $564,969-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 100.0%-100.0pp | 88.5%-88.5pp |
| Annual return | 5.39% | 7.52%-2.1pp | 10.40%-5.0pp | 7.52%-2.1pp |
| Employer contribution / active EE | $102,667 | $26,761+283.6% | $39,625+159.1% | $26,761+283.6% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $11,238-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,215-100.0% | $6,987-100.0% | $17,215-100.0% |