Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $162,152-100.0% | $162,152-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 34.7%-34.7pp |
| Annual return | 10.13% | 15.71%-5.6pp | 15.10%-5.0pp | 12.28%-2.2pp |
| Employer contribution / active EE | $200,828 | $37,276+438.8% | $33,723+495.5% | $34,589+480.6% |
| Participant deferral / active EE | $0 | $179-100.0% | $170-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $47,656-100.0% |