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 | $55,226 | $67,166-17.8% | $57,356-3.7% | $55,191+0.1% |
| Participation rate | 94.5% | 77.7%+16.8pp | 75.1%+19.4pp | 69.2%+25.3pp |
| Annual return | 1.26% | 4.22%-3.0pp | 24.41%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,365 | $2,812-51.5% | $2,689-49.2% | $1,899-28.1% |
| Participant deferral / active EE | $2,206 | $2,835-22.2% | $3,162-30.2% | $3,046-27.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |