Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,265-100.0% | $162,152-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 50.0%-50.0pp | 11.2%-11.2pp |
| Annual return | 16.73% | 9.01%+7.7pp | 24.34%-7.6pp | 9.01%+7.7pp |
| Employer contribution / active EE | $19,232 | $12,866+49.5% | $37,144-48.2% | $12,866+49.5% |
| Participant deferral / active EE | $0 | $260-100.0% | $249-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $884-100.0% | $4,785-100.0% |