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 | $35,168 | $40,174-12.5% | $84,023-58.1% | $67,582-48.0% |
| Participation rate | 96.4% | 62.7%+33.7pp | 69.0%+27.4pp | 71.3%+25.1pp |
| Annual return | 1.38% | 25.82%-24.4pp | 71.32%-69.9pp | 378.57%-377.2pp |
| Employer contribution / active EE | $2,715 | $808+236.2% | $1,984+36.8% | $2,148+26.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |