Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $154,233 | $52,961+191.2% | $172,752-10.7% | $65,185+136.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 8.81% | 30.12%-21.3pp | 802.97%-794.2pp | 29.38%-20.6pp |
| Employer contribution / active EE | $5,299 | $2,190+141.9% | $5,144+3.0% | $2,177+143.4% |
| Participant deferral / active EE | $4,187 | $2,471+69.5% | $5,198-19.4% | $3,514+19.2% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |