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 | $293,167-100.0% | $373,805-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 40.1%-40.1pp | 19.3%-19.3pp | 43.1%-43.1pp |
| Annual return | 21.56% | 8.90%+12.7pp | 9.52%+12.0pp | 259.19%-237.6pp |
| Employer contribution / active EE | $108,352 | $50,076+116.4% | $41,951+158.3% | $41,472+161.3% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |