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 | $59,369 | $53,128+11.7% | $86,582-31.4% | $70,126-15.3% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 13.62% | 27.66%-14.0pp | 965.08%-951.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,155 | $2,695+165.5% | $3,609+98.3% | $3,332+114.8% |
| Admin fee / account holder | $12 | $3,584-99.7% | $4,904-99.8% | $4,645-99.7% |