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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,130-100.0% | $7,193,366-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 22.66% | 27.03%-4.4pp | 78.53%-55.9pp | 24.44%-1.8pp |
| Employer contribution / active EE | $40,000 | $39,215+2.0% | $31,607+26.6% | $41,348-3.3% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,013-100.0% |