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.
Employer 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 | $19,759 | $47,977-58.8% | $154,114-87.2% | $56,287-64.9% |
| Participation rate | 70.7% | 66.2%+4.5pp | 83.0%-12.4pp | 69.9%+0.8pp |
| Annual return | -6.25% | 3.54%-9.8pp | 735.16%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,177 | $2,392-9.0% | $5,081-57.2% | $3,350-35.0% |
| Admin fee / account holder | $30 | $438-93.1% | $13,411-99.8% | $521-94.2% |