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 | $280,823-100.0% | $256,363-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 47.1%-47.1pp | 34.2%-34.2pp | 31.0%-31.0pp |
| Annual return | 15.28% | 5.23%+10.0pp | 5.46%+9.8pp | 14.18%+1.1pp |
| Employer contribution / active EE | $16,000 | $30,302-47.2% | $28,604-44.1% | $33,339-52.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $20-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,668-100.0% | $6,551-100.0% | $17,688-100.0% |