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 | $61,266 | $55,002+11.4% | $59,883+2.3% | $56,287+8.8% |
| Participation rate | 72.2% | 75.9%-3.7pp | 74.7%-2.5pp | 69.9%+2.3pp |
| Annual return | -2.73% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,353 | $2,448-3.9% | $2,722-13.5% | $2,111+11.5% |
| Participant deferral / active EE | $2,790 | $3,121-10.6% | $3,402-18.0% | $3,350-16.7% |
| Admin fee / account holder | $2 | $236-99.3% | $3,591-100.0% | $521-99.7% |