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.
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 | $63,747 | $98,982-35.6% | $162,177-60.7% | $65,185-2.2% |
| Participation rate | 97.5% | 85.8%+11.8pp | 87.6%+10.0pp | 70.2%+27.3pp |
| Annual return | 3.63% | 24.84%-21.2pp | 115.60%-112.0pp | 29.38%-25.8pp |
| Employer contribution / active EE | $2,131 | $3,467-38.5% | $5,613-62.0% | $2,177-2.1% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |