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 | $64,595 | $74,347-13.1% | $93,614-31.0% | $67,579-4.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 10.98% | 28.07%-17.1pp | 32.76%-21.8pp | 378.56%-367.6pp |
| Employer contribution / active EE | $2,730 | $2,583+5.7% | $2,718+0.4% | $2,148+27.1% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $123-96.8% | $7,889-99.9% | $142-97.2% |