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.
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 | $20,235 | $75,388-73.2% | $123,553-83.6% | $55,725-63.7% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.3%+13.1pp | 70.9%+24.5pp |
| Annual return | -2.70% | 4.48%-7.2pp | 119.21%-121.9pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,339 | $3,063-56.3% | $4,628-71.1% | $2,078-35.6% |
| Participant deferral / active EE | $2,972 | $5,651-47.4% | $6,426-53.7% | $3,356-11.4% |
| Admin fee / account holder | $12 | $120-90.0% | $9,284-99.9% | $115-89.6% |