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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,566 | $84,499-63.8% | $125,391-75.6% | $66,949-54.3% |
| Participation rate | 89.1% | 76.4%+12.7pp | 82.4%+6.7pp | 69.8%+19.3pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $17,647 | $3,554+396.6% | $4,816+266.4% | $2,545+593.3% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |