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 | $55,115 | $67,411-18.2% | $91,004-39.4% | $70,126-21.4% |
| Participation rate | 98.9% | 71.4%+27.5pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 16.59% | -40.16%+56.8pp | 4.60%+12.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,879 | $1,786+5.2% | $2,456-23.5% | $2,343-19.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |