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 | $74,011 | $47,479+55.9% | $62,929+17.6% | $82,448-10.2% |
| Participation rate | 98.9% | 66.9%+32.0pp | 73.1%+25.8pp | 68.1%+30.8pp |
| Annual return | 10.00% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $4,712 | $1,885+149.9% | $2,505+88.1% | $2,551+84.7% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |