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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,885 | $66,124-79.0% | $90,461-84.7% | $73,497-81.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 9.94% | 17.65%-7.7pp | 1294.76%-1284.8pp | 28.51%-18.6pp |
| Employer contribution / active EE | $726 | $2,346-69.0% | $3,264-77.7% | $2,270-68.0% |
| Participant deferral / active EE | $1,010 | $3,039-66.8% | $3,964-74.5% | $3,740-73.0% |
| Admin fee / account holder | $108 | $396-72.8% | $5,617-98.1% | $513-79.0% |