Filed March 6, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,443 | $76,696+187.4% | $96,515+128.4% | $71,511+208.3% |
| Participation rate | 99.1% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.2pp |
| Annual return | 78.29% | 48.32%+30.0pp | 35.73%+42.6pp | 28.86%+49.4pp |
| Employer contribution / active EE | $377 | $3,032-87.6% | $3,740-89.9% | $2,589-85.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |