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 | $57,297 | $58,655-2.3% | $91,994-37.7% | $65,185-12.1% |
| Participation rate | 94.8% | 75.3%+19.5pp | 78.6%+16.2pp | 70.2%+24.6pp |
| Annual return | 30.37% | 33.92%-3.6pp | 69.04%-38.7pp | 29.38%+1.0pp |
| Employer contribution / active EE | $4,009 | $2,080+92.7% | $3,453+16.1% | $2,177+84.2% |
| Participant deferral / active EE | $8,529 | $5,474+55.8% | $5,924+44.0% | $3,514+142.7% |
| Admin fee / account holder | $0 | $434-99.9% | $7,744-100.0% | $847-99.9% |