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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,148 | $94,529-72.3% | $140,019-81.3% | $64,173-59.3% |
| Participation rate | 90.1% | 84.1%+6.0pp | 87.5%+2.6pp | 69.6%+20.5pp |
| Annual return | -15.56% | 7.77%-23.3pp | 651.17%-666.7pp | 7.63%-23.2pp |
| Employer contribution / active EE | $1,838 | $3,812-51.8% | $5,605-67.2% | $2,381-22.8% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |