Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,256 | $54,757+161.6% | $90,304+58.6% | $72,975+96.3% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.3%+24.7pp | 69.5%+28.5pp |
| Annual return | 5.82% | 30.63%-24.8pp | 78.13%-72.3pp | 81.01%-75.2pp |
| Employer contribution / active EE | $4,157 | $2,093+98.6% | $2,855+45.6% | $2,440+70.4% |
| Participant deferral / active EE | $10,583 | $2,887+266.6% | $3,885+172.4% | $3,608+193.3% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |