Filed June 18, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,752 | $225,748-91.7% | $136,298-86.2% | - |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | - |
| Annual return | 112.06% | 13.52%+98.5pp | 5156.27%-5044.2pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,696-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $1 | $10,864-100.0% | $9,244-100.0% | - |