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 | $44,266 | $40,275+9.9% | $57,356-22.8% | $59,633-25.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.93% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,624 | $1,921-15.5% | $2,689-39.6% | $2,203-26.3% |
| Participant deferral / active EE | $2,092 | $2,400-12.8% | $3,162-33.8% | $3,192-34.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |