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 | $25,453 | $75,832-66.4% | $147,617-82.8% | $59,633-57.3% |
| Participation rate | 98.2% | 71.6%+26.6pp | 84.6%+13.6pp | 68.7%+29.5pp |
| Annual return | 1.34% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $1,901 | $3,485-45.5% | $5,564-65.8% | $2,203-13.7% |
| Participant deferral / active EE | $1,016 | $3,131-67.6% | $4,895-79.3% | $3,192-68.2% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |