Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,943 | $55,446-69.4% | $155,574-89.1% | $74,429-77.2% |
| Participation rate | 78.7% | 61.9%+16.8pp | 78.2%+0.5pp | 67.2%+11.5pp |
| Annual return | 11.32% | 269.20%-257.9pp | 64.87%-53.5pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $3,052 | $2,266+34.7% | $4,676-34.7% | $2,625+16.3% |
| Participant deferral / active EE | $2,657 | $2,836-6.3% | $5,629-52.8% | $4,348-38.9% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |