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.
Participant contribution per participant 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 | $2,768 | $72,770-96.2% | $67,652-95.9% | $55,191-95.0% |
| Participation rate | 84.8% | 78.8%+6.1pp | 75.7%+9.2pp | 69.2%+15.7pp |
| Annual return | 9.28% | -3.26%+12.5pp | 6625.40%-6616.1pp | 10.78%-1.5pp |
| Employer contribution / active EE | $784 | $1,769-55.7% | $2,266-65.4% | $1,899-58.7% |
| Participant deferral / active EE | $935 | $3,408-72.6% | $3,560-73.7% | $3,046-69.3% |
| Admin fee / account holder | $19 | $79-76.4% | $4,821-99.6% | $91-79.5% |