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 | $26,924 | $45,152-40.4% | $73,836-63.5% | $59,633-54.9% |
| Participation rate | 98.4% | 64.0%+34.4pp | 73.4%+25.0pp | 68.7%+29.7pp |
| Annual return | 9.17% | 27.40%-18.2pp | 2268.06%-2258.9pp | 2041.45%-2032.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,368 | $2,573+30.9% | $3,583-6.0% | $3,192+5.5% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |