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 | $81,072 | $63,924+26.8% | $108,582-25.3% | $55,167+47.0% |
| Participation rate | 84.0% | 74.3%+9.6pp | 79.6%+4.4pp | 69.0%+15.0pp |
| Annual return | 7.62% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,149 | $3,067+35.3% | $4,311-3.8% | $3,054+35.8% |
| Admin fee / account holder | $11 | $618-98.2% | $7,645-99.9% | $504-97.8% |