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 | $140,184 | $43,344+223.4% | $59,899+134.0% | $64,173+118.4% |
| Participation rate | 87.9% | 69.2%+18.8pp | 74.7%+13.2pp | 69.6%+18.4pp |
| Annual return | -2.70% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,873 | $2,030+140.1% | $2,723+79.0% | $2,381+104.7% |
| Participant deferral / active EE | $8,377 | $2,547+228.8% | $3,402+146.2% | $3,470+141.4% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |