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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,575 | $46,100-79.2% | $86,582-88.9% | $69,631-86.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 12.46% | 21.02%-8.6pp | 965.08%-952.6pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $1,189 | $1,850-35.7% | $2,839-58.1% | $2,032-41.5% |
| Participant deferral / active EE | $890 | $2,432-63.4% | $3,609-75.3% | $3,224-72.4% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |