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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $536 | $44,714-98.8% | $91,227-99.4% | $66,949-99.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -160.41% | -12.25%-148.2pp | 114.14%-274.5pp | 1.57%-162.0pp |
| Employer contribution / active EE | $3,852 | $1,710+125.2% | $2,851+35.1% | $2,545+51.3% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $12 | $521-97.7% | $5,423-99.8% | $594-98.0% |