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 | $28,691 | $40,275-28.8% | $57,356-50.0% | $59,633-51.9% |
| Participation rate | 96.3% | 69.1%+27.2pp | 75.1%+21.2pp | 68.7%+27.6pp |
| Annual return | 1.04% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,868 | $2,400+19.5% | $3,162-9.3% | $3,192-10.1% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |