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 | $259,158-100.0% | $55,343-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 7.59% | 5.38%+2.2pp | 4.25%+3.3pp | 5.38%+2.2pp |
| Employer contribution / active EE | $30,000 | $22,268+34.7% | $8,602+248.8% | $22,268+34.7% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $0 | $4,649-100.0% |
| Admin fee / account holder | $0 | $9,035-100.0% | $2,465-100.0% | $9,035-100.0% |