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 | $51,015 | $88,360-42.3% | $145,433-64.9% | $67,986-25.0% |
| Participation rate | 94.0% | 65.5%+28.5pp | 82.1%+11.9pp | 57.2%+36.8pp |
| Annual return | 21.61% | 63.15%-41.5pp | 66.58%-45.0pp | 31.67%-10.1pp |
| Employer contribution / active EE | $2,984 | $3,054-2.3% | $4,554-34.5% | $2,019+47.8% |
| Participant deferral / active EE | $6,318 | $5,932+6.5% | $7,897-20.0% | $3,358+88.2% |
| Admin fee / account holder | $12 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |