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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,992 | $54,320-74.2% | $67,652-79.3% | $52,331-73.3% |
| Participation rate | 75.7% | 73.6%+2.1pp | 75.7%+0.1pp | 68.1%+7.6pp |
| Annual return | 2.83% | 6.81%-4.0pp | 6625.40%-6622.6pp | 4.54%-1.7pp |
| Employer contribution / active EE | $864 | $1,544-44.0% | $2,266-61.9% | $1,882-54.1% |
| Participant deferral / active EE | $2,657 | $2,950-9.9% | $3,560-25.4% | $3,022-12.1% |
| Admin fee / account holder | $19 | $527-96.4% | $4,821-99.6% | $592-96.8% |