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 | $21,608 | $73,638-70.7% | $95,964-77.5% | $73,497-70.6% |
| Participation rate | 95.8% | 76.2%+19.6pp | 77.1%+18.7pp | 70.7%+25.1pp |
| Annual return | 15.11% | 16.78%-1.7pp | 91.64%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,538 | $1,863-17.4% | $2,541-39.5% | $2,270-32.2% |
| Participant deferral / active EE | $2,313 | $3,617-36.0% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $23 | $482-95.2% | $6,797-99.7% | $513-95.5% |