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 | $38,933 | $58,851-33.8% | $115,167-66.2% | $72,976-46.6% |
| Participation rate | 94.6% | 65.5%+29.0pp | 75.9%+18.7pp | 69.5%+25.1pp |
| Annual return | 19.42% | 23.16%-3.7pp | 35.60%-16.2pp | 81.02%-61.6pp |
| Employer contribution / active EE | $2,576 | $1,798+43.3% | $3,179-19.0% | $2,440+5.6% |
| Participant deferral / active EE | $1,252 | $2,643-52.6% | $4,169-70.0% | $3,608-65.3% |
| Admin fee / account holder | $231 | $6,370-96.4% | $7,089-96.7% | $5,124-95.5% |