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.
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 | $105,125-100.0% | $68,458-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 14.6%-14.6pp |
| Annual return | -4.80% | -2.95%-1.8pp | -0.87%-3.9pp | 10.56%-15.4pp |
| Employer contribution / active EE | $7,060 | $6,884+2.6% | $21,826-67.7% | $13,643-48.3% |
| Participant deferral / active EE | $0 | $0 | $656-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $165-100.0% | $3,354-100.0% |