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 | $56,934 | $47,977+18.7% | $154,114-63.1% | $56,287+1.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -7.86% | 3.54%-11.4pp | 735.16%-743.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,892 | $2,169+33.3% | $5,298-45.4% | $2,111+37.0% |
| Participant deferral / active EE | $3,184 | $2,392+33.1% | $5,081-37.3% | $3,350-5.0% |
| Admin fee / account holder | $183 | $438-58.2% | $13,411-98.6% | $521-64.8% |