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 | $81,151 | $91,559-11.4% | $133,971-39.4% | $79,852+1.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.17% | 61.85%-59.7pp | 45.09%-42.9pp | 31.72%-29.6pp |
| Employer contribution / active EE | $5,063 | $2,384+112.4% | $3,919+29.2% | $2,471+104.9% |
| Participant deferral / active EE | $3,710 | $3,734-0.6% | $5,047-26.5% | $3,740-0.8% |
| Admin fee / account holder | $5 | $6,321-99.9% | $8,929-99.9% | $5,306-99.9% |