Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $62,461 | $70,083-10.9% | $59,899+4.3% | $55,725+12.1% |
| Participation rate | 99.8% | 78.4%+21.4pp | 74.7%+25.1pp | 70.9%+28.9pp |
| Annual return | 8.55% | 3.13%+5.4pp | 3.46%+5.1pp | 244.93%-236.4pp |
| Employer contribution / active EE | $3,625 | $2,878+25.9% | $2,723+33.1% | $2,078+74.4% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $13 | $70-81.8% | $3,592-99.6% | $115-88.9% |