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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,972 | $47,977-66.7% | $154,108-89.6% | $56,289-71.6% |
| Participation rate | 98.3% | 66.2%+32.1pp | 83.0%+15.3pp | 69.9%+28.5pp |
| Annual return | -4.53% | 3.54%-8.1pp | 735.21%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $738 | $2,169-66.0% | $5,298-86.1% | $2,111-65.1% |
| Participant deferral / active EE | $2,315 | $2,392-3.2% | $5,081-54.4% | $3,350-30.9% |
| Admin fee / account holder | $52 | $438-88.2% | $13,411-99.6% | $521-90.1% |