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 | $91,007 | $60,795+49.7% | $69,483+31.0% | $65,186+39.6% |
| Participation rate | 92.3% | 74.9%+17.4pp | 74.6%+17.7pp | 70.2%+22.1pp |
| Annual return | 13.10% | 17.46%-4.4pp | 28.99%-15.9pp | 29.39%-16.3pp |
| Employer contribution / active EE | $5,069 | $2,452+106.7% | $2,780+82.4% | $2,177+132.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |