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 | $24,811 | $55,636-55.4% | $81,991-69.7% | $73,493-66.2% |
| Participation rate | 95.5% | 62.3%+33.2pp | 69.3%+26.2pp | 70.7%+24.8pp |
| Annual return | 17.54% | 19.07%-1.5pp | 41.31%-23.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,430 | $1,625+49.6% | $2,498-2.7% | $2,270+7.1% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $34 | $493-93.0% | $5,665-99.4% | $513-93.3% |