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 | $264,545-100.0% | $186,774-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 55.8%-55.8pp | 55.9%-55.9pp |
| Annual return | 14.45% | 8.01%+6.4pp | 7.78%+6.7pp | 24.44%-10.0pp |
| Employer contribution / active EE | $50,000 | $41,524+20.4% | $32,517+53.8% | $41,344+20.9% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,013-100.0% |