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.
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 | $127,901 | $65,322+95.8% | $70,494+81.4% | $73,497+74.0% |
| Participation rate | 94.5% | 77.0%+17.5pp | 75.1%+19.4pp | 70.7%+23.8pp |
| Annual return | 4.02% | 15.71%-11.7pp | 109.16%-105.1pp | 28.51%-24.5pp |
| Employer contribution / active EE | $3,068 | $2,460+24.7% | $2,738+12.0% | $2,270+35.1% |
| Participant deferral / active EE | $3,876 | $3,375+14.9% | $3,711+4.5% | $3,740+3.7% |
| Admin fee / account holder | $42 | $214-80.4% | $3,848-98.9% | $513-91.8% |