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 | $59,153 | $80,781-26.8% | $102,437-42.3% | $74,478-20.6% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 70.07% | 27.58%+42.5pp | 24.95%+45.1pp | 1370.56%-1300.5pp |
| Employer contribution / active EE | $4,318 | $3,160+36.6% | $3,871+11.5% | $2,626+64.4% |
| 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% |