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 | $50,465 | $68,408-26.2% | $57,196-11.8% | $57,658-12.5% |
| Participation rate | 97.7% | 79.1%+18.5pp | 75.3%+22.4pp | 70.2%+27.5pp |
| Annual return | 6.26% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,384 | $2,869-51.8% | $2,683-48.4% | $1,974-29.9% |
| Participant deferral / active EE | $2,501 | $2,903-13.9% | $3,096-19.2% | $3,061-18.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |