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 | $40,181 | $48,576-17.3% | $169,452-76.3% | $56,289-28.6% |
| Participation rate | 88.4% | 65.8%+22.6pp | 77.8%+10.6pp | 69.9%+18.5pp |
| Annual return | -6.75% | -2.51%-4.2pp | 1.83%-8.6pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,089 | $1,559+34.0% | $4,157-49.8% | $2,111-1.1% |
| Participant deferral / active EE | $3,399 | $3,275+3.8% | $5,277-35.6% | $3,350+1.5% |
| Admin fee / account holder | $3 | $435-99.3% | $9,110-100.0% | $521-99.4% |