Sign up free to preview peer percentile detail
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 | $82,910 | $80,781+2.6% | $102,437-19.1% | $74,478+11.3% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 295.69% | 27.58%+268.1pp | 24.95%+270.7pp | 1370.56%-1074.9pp |
| Employer contribution / active EE | $11,775 | $3,160+272.6% | $3,871+204.2% | $2,626+348.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |