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 | $0 | $39,132-100.0% | $57,196-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 5.85% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,753 | $1,874+100.3% | $2,683+39.9% | $2,281+64.5% |
| Participant deferral / active EE | $2,682 | $2,374+12.9% | $3,096-13.4% | $3,203-16.3% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |