Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,501 | $48,078-71.9% | $78,676-82.8% | $62,881-78.5% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 4.84% | 31.36%-26.5pp | 62.19%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,174 | $2,015+7.9% | $2,850-23.7% | $2,281-4.7% |
| Participant deferral / active EE | $1,348 | $2,587-47.9% | $3,517-61.7% | $3,203-57.9% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |