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.
Employer contribution per participant 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 | $89,590 | $45,050+98.9% | $63,018+42.2% | $70,126+27.8% |
| Participation rate | 92.6% | 69.5%+23.1pp | 74.8%+17.8pp | 69.5%+23.1pp |
| Annual return | 15.90% | 18.76%-2.9pp | 87.62%-71.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $260 | $2,052-87.3% | $2,761-90.6% | $2,343-88.9% |
| Participant deferral / active EE | $4,771 | $2,466+93.5% | $3,330+43.3% | $3,332+43.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |