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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,099 | $47,969-1.8% | $85,969-45.2% | $52,331-10.0% |
| Participation rate | 84.2% | 61.7%+22.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 2.64% | -0.13%+2.8pp | 9.32%-6.7pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,795 | $1,460+23.0% | $3,474-48.3% | $1,882-4.6% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |