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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $24,942 | $54,162-53.9% | $68,612-63.6% | $64,173-61.1% |
| Participation rate | 79.5% | 68.1%+11.5pp | 72.2%+7.3pp | 69.6%+10.0pp |
| Annual return | -7.07% | -1.62%-5.5pp | -4.63%-2.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,273 | $1,846+23.1% | $2,625-13.4% | $2,381-4.5% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7 | $4,029-99.8% | $5,131-99.9% | $4,887-99.9% |