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 | $16,090 | $57,976-72.2% | $63,018-74.5% | $62,293-74.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.69% | 17.54%-1.8pp | 87.62%-71.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,700 | $2,415-29.6% | $2,761-38.4% | $2,042-16.8% |
| Participant deferral / active EE | $1,525 | $2,956-48.4% | $3,330-54.2% | $3,169-51.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |