Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $663,797-100.0% | $663,797-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 40.5%-40.5pp | 43.7%-43.7pp |
| Annual return | 10.27% | 8.11%+2.2pp | 8.13%+2.1pp | 13.05%-2.8pp |
| Employer contribution / active EE | $1,570 | $43,909-96.4% | $42,719-96.3% | $37,664-95.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $13,741-100.0% | $13,741-100.0% | $31,365-100.0% |