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.
Participant contribution per participant 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 | $38,981-100.0% | $38,981-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 7.97% | 9.97%-2.0pp | 11.38%-3.4pp | 9.30%-1.3pp |
| Employer contribution / active EE | $60,278 | $28,819+109.2% | $18,467+226.4% | $43,748+37.8% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |