Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return 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 | $1,185,213-100.0% | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | - |
| Annual return | -2.18% | 42.38%-44.6pp | 8.01%-10.2pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,475-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $735-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $637-100.0% | - |