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 | $30,286 | $85,171-64.4% | $172,753-82.5% | $72,976-58.5% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 19.74% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $2,803 | $3,324-15.7% | $5,144-45.5% | $2,440+14.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $34 | $5,880-99.4% | $13,956-99.8% | $5,124-99.3% |