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 | $9,527 | $46,732-79.6% | $156,551-93.9% | $55,167-82.7% |
| Participation rate | 73.2% | 65.8%+7.4pp | 84.0%-10.8pp | 69.0%+4.2pp |
| Annual return | -1.03% | 17.72%-18.7pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $805 | $2,105-61.7% | $5,501-85.4% | $1,963-59.0% |
| Participant deferral / active EE | $933 | $2,204-57.7% | $4,871-80.8% | $3,054-69.5% |
| Admin fee / account holder | $1 | $418-99.8% | $13,028-100.0% | $504-99.9% |