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 | $122,222 | $59,813+104.3% | $79,580+53.6% | $68,486+78.5% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.5%+27.3pp | 67.9%+28.9pp |
| Annual return | 7.03% | -12.30%+19.3pp | 0.15%+6.9pp | -7.85%+14.9pp |
| Employer contribution / active EE | $2,700 | $1,505+79.4% | $2,413+11.9% | $2,597+4.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10 | $4,835-99.8% | $6,835-99.9% | $5,404-99.8% |