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 | $96,985 | $67,166+44.4% | $57,356+69.1% | $55,191+75.7% |
| Participation rate | 98.5% | 77.7%+20.8pp | 75.1%+23.4pp | 69.2%+29.3pp |
| Annual return | 1.67% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,230 | $2,812+50.4% | $2,689+57.3% | $1,899+122.8% |
| Participant deferral / active EE | $3,633 | $2,835+28.2% | $3,162+14.9% | $3,046+19.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |