Filed November 22, 2024
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,665 | $62,686-97.3% | $178,540-99.1% | $77,736-97.9% |
| Participation rate | 90.6% | 66.9%+23.7pp | 77.1%+13.5pp | 70.6%+20.0pp |
| Annual return | 0.00% | 16.16%-16.2pp | 27.15%-27.1pp | 31.26%-31.3pp |
| Employer contribution / active EE | $673 | $1,914-64.8% | $3,953-83.0% | $2,728-75.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,281-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,424-100.0% | $433-100.0% |