Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,472 | $51,769-52.7% | $57,356-57.3% | $52,331-53.2% |
| Participation rate | 77.8% | 75.2%+2.5pp | 75.1%+2.7pp | 68.1%+9.7pp |
| Annual return | -12.63% | 2.43%-15.1pp | 24.41%-37.0pp | 4.54%-17.2pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,350 | $2,794-51.7% | $3,162-57.3% | $3,022-55.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |