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 | $541,860-100.0% | $541,860-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 16.16% | 7.66%+8.5pp | 7.71%+8.5pp | 15.19%+1.0pp |
| Employer contribution / active EE | $43,671 | $40,595+7.6% | $39,519+10.5% | $34,877+25.2% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |