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 | $30,475 | $52,639-42.1% | $185,117-83.5% | $62,293-51.1% |
| Participation rate | 73.0% | 63.9%+9.1pp | 77.3%-4.3pp | 69.5%+3.5pp |
| Annual return | 21.44% | 19.57%+1.9pp | 40.50%-19.1pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,057 | $1,483-28.7% | $4,182-74.7% | $2,042-48.3% |
| Participant deferral / active EE | $2,770 | $3,097-10.5% | $5,045-45.1% | $3,169-12.6% |
| Admin fee / account holder | $19 | $374-94.8% | $8,159-99.8% | $479-96.0% |