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 | $58,165 | $55,002+5.7% | $59,887-2.9% | $56,287+3.3% |
| Participation rate | 87.0% | 75.9%+11.0pp | 74.7%+12.3pp | 69.9%+17.1pp |
| Annual return | 11.16% | 1.13%+10.0pp | 3.46%+7.7pp | -9.96%+21.1pp |
| Employer contribution / active EE | $2,333 | $2,448-4.7% | $2,722-14.3% | $2,111+10.5% |
| Participant deferral / active EE | $2,659 | $3,121-14.8% | $3,402-21.8% | $3,350-20.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |