Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,214 | $58,923-9.7% | $97,167-45.2% | $74,546-28.6% |
| Participation rate | 97.3% | 63.6%+33.8pp | 72.7%+24.7pp | 67.2%+30.1pp |
| Annual return | 20.33% | 16.04%+4.3pp | 75.27%-54.9pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $2,593 | $1,894+36.9% | $2,729-5.0% | $2,624-1.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,650-100.0% | $1,944-100.0% |