Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,346 | $60,545-51.5% | $92,240-68.2% | $69,631-57.9% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.5%+21.8pp | 70.7%+27.6pp |
| Annual return | 0.00% | 19.71%-19.7pp | 176.29%-176.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $2,281 | $2,633-13.4% | $3,680-38.0% | $2,032+12.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |