Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,152-100.0% | $162,152-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 0.98% | 26.05%-25.1pp | 24.34%-23.4pp | 15.59%-14.6pp |
| Employer contribution / active EE | $0 | $44,932-100.0% | $37,144-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $249-100.0% | $249-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $21,009-100.0% |