Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,301 | $52,961-67.3% | $172,755-90.0% | $65,185-73.5% |
| Participation rate | 76.1% | 66.2%+9.9pp | 82.6%-6.5pp | 70.2%+5.9pp |
| Annual return | 14.11% | 30.12%-16.0pp | 802.94%-788.8pp | 29.38%-15.3pp |
| Employer contribution / active EE | $1,080 | $2,190-50.7% | $5,144-79.0% | $2,177-50.4% |
| Participant deferral / active EE | $1,065 | $2,471-56.9% | $5,198-79.5% | $3,514-69.7% |
| Admin fee / account holder | $11 | $472-97.7% | $13,955-99.9% | $847-98.7% |