Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Annual investment return 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 | $33,981-100.0% | $893,103-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 63.2%-63.2pp | 15.3%-15.3pp |
| Annual return | 3.31% | 10.01%-6.7pp | 10.53%-7.2pp | 9.75%-6.4pp |
| Employer contribution / active EE | $13,378 | $6,930+93.0% | $32,400-58.7% | $13,830-3.3% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $4,376-100.0% | $2,810-100.0% |