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.
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 | $10,718 | $46,360-76.9% | $147,617-92.7% | $52,331-79.5% |
| Participation rate | 99.2% | 64.9%+34.3pp | 84.6%+14.6pp | 68.1%+31.1pp |
| Annual return | 1.99% | 1.62%+0.4pp | 61.98%-60.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $2,196 | $2,126+3.3% | $5,564-60.5% | $1,882+16.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $766-99.7% | $11,612-100.0% | $592-99.7% |