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 | $43,955 | $52,967-17.0% | $172,753-74.6% | $65,186-32.6% |
| Participation rate | 95.1% | 66.2%+28.9pp | 82.6%+12.5pp | 70.2%+24.9pp |
| Annual return | 13.07% | 30.12%-17.1pp | 803.00%-789.9pp | 29.39%-16.3pp |
| Employer contribution / active EE | $3,413 | $2,190+55.8% | $5,144-33.6% | $2,177+56.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |