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.
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 | $13,629 | $50,666-73.1% | $76,823-82.3% | $65,185-79.1% |
| Participation rate | 82.1% | 68.8%+13.3pp | 72.1%+10.0pp | 70.2%+11.9pp |
| Annual return | 3.92% | 28.51%-24.6pp | 1166.42%-1162.5pp | 29.38%-25.5pp |
| Employer contribution / active EE | $615 | $1,575-61.0% | $2,302-73.3% | $2,177-71.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $463-98.6% | $6,422-99.9% | $847-99.2% |