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 | $110,377 | $60,795+81.6% | $69,464+58.9% | $65,185+69.3% |
| Participation rate | 85.2% | 74.9%+10.3pp | 74.6%+10.6pp | 70.2%+15.0pp |
| Annual return | 17.08% | 17.46%-0.4pp | 28.98%-11.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $4,557 | $2,452+85.8% | $2,779+64.0% | $2,177+109.3% |
| Participant deferral / active EE | $4,577 | $3,162+44.7% | $3,536+29.4% | $3,514+30.2% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |