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 | $26,508 | $100,801-73.7% | $149,745-82.3% | $73,412-63.9% |
| Participation rate | 77.7% | 77.7%+0.1pp | 82.5%-4.7pp | 72.2%+5.6pp |
| Annual return | 26.02% | 265.34%-239.3pp | 276.72%-250.7pp | 59.30%-33.3pp |
| Employer contribution / active EE | $3,307 | $3,312-0.1% | $4,646-28.8% | $2,234+48.1% |
| Participant deferral / active EE | $5,742 | $6,404-10.3% | $6,843-16.1% | $3,806+50.9% |
| Admin fee / account holder | $2 | $181-99.0% | $9,312-100.0% | $158-98.9% |