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.
Participant contribution per participant 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 | $37,558 | $57,976-35.2% | $63,018-40.4% | $62,293-39.7% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 15.30% | 17.54%-2.2pp | 87.62%-72.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $4,095 | $2,415+69.6% | $2,761+48.3% | $2,042+100.5% |
| Participant deferral / active EE | $910 | $2,956-69.2% | $3,330-72.7% | $3,169-71.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |