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 | $49,038 | $89,652-45.3% | $141,191-65.3% | $65,185-24.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.68% | 32.79%-8.1pp | 71.41%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $3,060 | $3,065-0.2% | $4,736-35.4% | $2,177+40.6% |
| Participant deferral / active EE | $6,557 | $5,691+15.2% | $6,710-2.3% | $3,514+86.6% |
| Admin fee / account holder | $16 | $569-97.2% | $10,264-99.8% | $847-98.1% |