Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $78,219 | $45,079+73.5% | $69,461+12.6% | $72,983+7.2% |
| Participation rate | 88.4% | 68.5%+19.9pp | 74.6%+13.8pp | 69.5%+18.9pp |
| Annual return | 15.51% | 22.65%-7.1pp | 28.97%-13.5pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,304 | $2,603+103.8% | $3,536+50.0% | $3,608+47.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |