Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,789 | $90,745-23.1% | $130,270-46.4% | $75,177-7.2% |
| Participation rate | 97.5% | 71.1%+26.5pp | 76.3%+21.3pp | 67.2%+30.3pp |
| Annual return | 130.72% | 34.45%+96.3pp | 38.89%+91.8pp | 160.75%-30.0pp |
| Employer contribution / active EE | $6,724 | $3,314+102.9% | $4,128+62.9% | $2,671+151.7% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,022-100.0% | $5,651-100.0% |