Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $136,833-100.0% | $112,259-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 13.6%-13.6pp | 34.7%-34.7pp |
| Annual return | 11.61% | -2.43%+14.0pp | -0.21%+11.8pp | 12.28%-0.7pp |
| Employer contribution / active EE | $55,000 | $25,812+113.1% | $24,124+128.0% | $34,589+59.0% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $47,656-100.0% |