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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,189 | $56,640-30.8% | $78,002-49.8% | $55,167-29.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.93% | 2868.48%-2859.5pp | 425.99%-417.1pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,748 | $1,724+59.4% | $2,470+11.3% | $1,963+40.0% |
| Participant deferral / active EE | $3,807 | $2,778+37.0% | $3,497+8.9% | $3,054+24.6% |
| Admin fee / account holder | $132 | $467-71.8% | $5,481-97.6% | $504-73.9% |