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 | $55,437-69.4% | $155,534-89.1% | $74,459-77.2% |
| Participation rate | 78.7% | 61.9%+16.8pp | 78.2%+0.5pp | 67.2%+11.5pp |
| Annual return | 11.32% | 269.58%-258.3pp | 64.92%-53.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $3,052 | $2,266+34.7% | $4,675-34.7% | $2,626+16.2% |
| Participant deferral / active EE | $2,657 | $2,837-6.4% | $5,630-52.8% | $4,350-38.9% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |