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 | $42,887 | $68,408-37.3% | $57,196-25.0% | $57,658-25.6% |
| Participation rate | 97.9% | 79.1%+18.8pp | 75.3%+22.6pp | 70.2%+27.7pp |
| Annual return | 6.75% | 8.51%-1.8pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,173 | $2,869-59.1% | $2,683-56.3% | $1,974-40.6% |
| Participant deferral / active EE | $1,659 | $2,903-42.9% | $3,096-46.4% | $3,061-45.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |