Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,623 | $45,050-40.9% | $63,018-57.8% | $70,126-62.0% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.8pp |
| Annual return | 10.43% | 18.76%-8.3pp | 87.62%-77.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,277 | $2,052-37.8% | $2,761-53.8% | $2,343-45.5% |
| Participant deferral / active EE | $3,293 | $2,466+33.6% | $3,330-1.1% | $3,332-1.2% |
| Admin fee / account holder | $5 | $2,834-99.8% | $3,601-99.9% | $4,645-99.9% |