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 | $97,626 | $55,002+77.5% | $59,887+63.0% | $56,287+73.4% |
| Participation rate | 86.2% | 75.9%+10.3pp | 74.7%+11.5pp | 69.9%+16.4pp |
| Annual return | 9.67% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $4,395 | $2,448+79.6% | $2,722+61.5% | $2,111+108.2% |
| Participant deferral / active EE | $4,644 | $3,121+48.8% | $3,402+36.5% | $3,350+38.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |