Sign up free to preview peer percentile detail
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 | $2,500 | $88,624-97.2% | $103,000-97.6% | $88,624-97.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 100.0%0pp | 75.4%+24.6pp |
| Annual return | 0.00% | 20.98%-21.0pp | 22.96%-23.0pp | 20.98%-21.0pp |
| Employer contribution / active EE | $0 | $10,539-100.0% | $6,102-100.0% | $10,539-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $4,172-100.0% | $4,086-100.0% |
| Admin fee / account holder | $0 | $970-100.0% | $185-100.0% | $970-100.0% |