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.
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 | $91,494 | $98,776-7.4% | $149,745-38.9% | $79,856+14.6% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.6pp |
| Annual return | 13.73% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,530 | $3,217+9.7% | $4,646-24.0% | $2,471+42.9% |
| Participant deferral / active EE | $5,585 | $5,681-1.7% | $6,843-18.4% | $3,741+49.3% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |