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 | $103,012 | $45,825+124.8% | $90,657+13.6% | $56,289+83.0% |
| Participation rate | 87.7% | 66.7%+21.0pp | 74.0%+13.6pp | 69.9%+17.8pp |
| Annual return | 28.80% | 38.64%-9.8pp | 1.89%+26.9pp | -9.96%+38.8pp |
| Employer contribution / active EE | $1,974 | $1,372+43.9% | $2,532-22.0% | $2,111-6.5% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,424-100.0% | $3,350-100.0% |
| Admin fee / account holder | $27 | $413-93.4% | $4,994-99.5% | $521-94.8% |