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 | $52,942 | $36,916+43.4% | $156,551-66.2% | $57,658-8.2% |
| Participation rate | 96.1% | 63.4%+32.7pp | 84.0%+12.1pp | 70.2%+25.9pp |
| Annual return | 7.91% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,345 | $1,571-14.4% | $5,501-75.5% | $1,974-31.8% |
| Participant deferral / active EE | $3,538 | $1,926+83.7% | $4,871-27.4% | $3,061+15.6% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |