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 | $98,425 | $65,582+50.1% | $64,101+53.5% | $71,511+37.6% |
| Participation rate | 95.9% | 73.2%+22.8pp | 72.3%+23.6pp | 67.9%+28.0pp |
| Annual return | 11.74% | 18.96%-7.2pp | 33.72%-22.0pp | 28.86%-17.1pp |
| Employer contribution / active EE | $1,494 | $2,671-44.0% | $2,749-45.6% | $2,589-42.3% |
| Participant deferral / active EE | $2,905 | $3,628-19.9% | $3,881-25.1% | $4,291-32.3% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |