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 | $39,061 | $67,411-42.1% | $91,004-57.1% | $70,126-44.3% |
| Participation rate | 89.2% | 71.4%+17.9pp | 75.6%+13.6pp | 69.5%+19.7pp |
| Annual return | 6.55% | -40.16%+46.7pp | 4.60%+2.0pp | 73.15%-66.6pp |
| Employer contribution / active EE | $1,559 | $1,786-12.7% | $2,456-36.5% | $2,343-33.4% |
| Participant deferral / active EE | $2,964 | $2,823+5.0% | $3,548-16.4% | $3,332-11.0% |
| Admin fee / account holder | $4 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |