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.
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 | $41,450 | $50,554-18.0% | $67,681-38.8% | $87,485-52.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.78% | 17.81%-8.0pp | 590.58%-580.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,618 | $1,988-18.6% | $2,678-39.6% | $2,596-37.7% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |