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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,649 | $95,415-64.7% | $185,851-81.9% | $85,851-60.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.45% | 23.59%-10.1pp | 122.11%-108.7pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,307 | $3,314-60.6% | $5,168-74.7% | $2,565-49.1% |
| Participant deferral / active EE | $1,944 | $3,424-43.2% | $5,569-65.1% | $3,952-50.8% |
| Admin fee / account holder | $8 | $7,215-99.9% | $16,245-99.9% | $6,261-99.9% |