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 | $47,372 | $95,542-50.4% | $69,464-31.8% | $67,579-29.9% |
| Participation rate | 99.7% | 79.4%+20.3pp | 74.6%+25.1pp | 71.3%+28.4pp |
| Annual return | 2.15% | 17.67%-15.5pp | 28.98%-26.8pp | 378.56%-376.4pp |
| Employer contribution / active EE | $2,517 | $2,989-15.8% | $2,779-9.4% | $2,148+17.2% |
| Participant deferral / active EE | $2,639 | $3,263-19.1% | $3,536-25.4% | $3,539-25.4% |
| Admin fee / account holder | $6 | $90-93.2% | $3,840-99.8% | $142-95.7% |