Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 8.81% | 8.44%+0.4pp | 8.61%+0.2pp | 13.05%-4.2pp |
| Employer contribution / active EE | $31,250 | $36,715-14.9% | $33,046-5.4% | $37,664-17.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |