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 | $2,377 | $30,599-92.2% | $74,577-96.8% | $57,658-95.9% |
| Participation rate | 99.1% | 49.1%+49.9pp | 68.1%+31.0pp | 70.2%+28.9pp |
| Annual return | -3.70% | 14.24%-17.9pp | 20.47%-24.2pp | 5.13%-8.8pp |
| Employer contribution / active EE | $2,407 | $1,000+140.7% | $2,525-4.7% | $1,974+21.9% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $95 | $98-3.5% | $4,138-97.7% | $95+0.1% |