Filed December 13, 2023
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,454 | $82,093+272.1% | $379,746-19.6% | $73,415+316.1% |
| Participation rate | 99.2% | 76.8%+22.4pp | 78.4%+20.8pp | 72.2%+27.0pp |
| Annual return | 9.80% | 18.89%-9.1pp | 34.90%-25.1pp | 59.30%-49.5pp |
| Employer contribution / active EE | $13,984 | $2,847+391.3% | $3,540+295.1% | $2,234+526.0% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |