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 | $419,381-100.0% | $352,393-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 96.3%-96.3pp | 94.5%-94.5pp | 95.8%-95.8pp |
| Annual return | 2.79% | 1.89%+0.9pp | 2.44%+0.3pp | 5.38%-2.6pp |
| Employer contribution / active EE | $105,358 | $17,555+500.2% | $16,208+550.0% | $22,268+373.1% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $19,916-100.0% | $17,307-100.0% | $9,035-100.0% |