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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,861 | $90,607-79.2% | $79,467-76.3% | $135,380-86.1% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.76% | 977.74%-984.5pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,963 | $3,068-3.4% | $2,800+5.8% | $4,779-38.0% |
| Participant deferral / active EE | $1,352 | $4,050-66.6% | $3,704-63.5% | $5,609-75.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |