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.
Annual investment return 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 | $16,102 | $55,453-71.0% | $170,435-90.6% | $62,293-74.2% |
| Participation rate | 92.2% | 66.4%+25.9pp | 83.6%+8.6pp | 69.5%+22.7pp |
| Annual return | 8.02% | 21.38%-13.4pp | 205.94%-197.9pp | 28.90%-20.9pp |
| Employer contribution / active EE | $2,155 | $2,164-0.4% | $5,432-60.3% | $2,042+5.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6 | $455-98.8% | $13,881-100.0% | $479-98.8% |