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 | $42,801 | $58,895-27.3% | $178,503-76.0% | $73,497-41.8% |
| Participation rate | 95.9% | 66.2%+29.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 2.94% | 24.86%-21.9pp | 151.12%-148.2pp | 28.51%-25.6pp |
| Employer contribution / active EE | $4,257 | $2,236+90.4% | $5,011-15.0% | $2,270+87.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |