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 | $90,864 | $60,989+49.0% | $60,919+49.2% | $66,949+35.7% |
| Participation rate | 94.6% | 74.5%+20.2pp | 73.1%+21.5pp | 69.8%+24.8pp |
| Annual return | -9.86% | -9.60%-0.3pp | 16.96%-26.8pp | 1.57%-11.4pp |
| Employer contribution / active EE | $1,466 | $2,661-44.9% | $2,704-45.8% | $2,545-42.4% |
| Participant deferral / active EE | $2,924 | $3,615-19.1% | $3,814-23.3% | $4,239-31.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |