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 | $0 | $45,087-100.0% | $69,483-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 1.01% | 22.67%-21.7pp | 28.99%-28.0pp | 81.02%-80.0pp |
| Employer contribution / active EE | $9,193 | $2,055+347.3% | $2,780+230.7% | $2,440+276.8% |
| Participant deferral / active EE | $4,229 | $2,603+62.5% | $3,537+19.6% | $3,608+17.2% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |