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 | $358,721-100.0% | $319,563-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 41.2%-41.2pp | 43.9%-43.9pp |
| Annual return | 5.06% | 6.78%-1.7pp | 7.21%-2.2pp | 13.05%-8.0pp |
| Employer contribution / active EE | $21,807 | $35,408-38.4% | $33,209-34.3% | $37,651-42.1% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $31,074-100.0% |