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 | $62,942 | $43,333+45.3% | $59,883+5.1% | $64,181-1.9% |
| Participation rate | 96.8% | 69.2%+27.7pp | 74.7%+22.1pp | 69.6%+27.3pp |
| Annual return | 13.22% | -1.55%+14.8pp | 3.46%+9.8pp | 7.63%+5.6pp |
| Employer contribution / active EE | $847 | $2,029-58.2% | $2,722-68.9% | $2,381-64.4% |
| Participant deferral / active EE | $2,220 | $2,547-12.8% | $3,402-34.7% | $3,470-36.0% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |