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 | $131,157 | $78,826+66.4% | $91,004+44.1% | - |
| Participation rate | 73.7% | 75.7%-2.0pp | 75.6%-1.9pp | - |
| Annual return | 27.66% | 13.42%+14.2pp | 4.60%+23.1pp | - |
| Employer contribution / active EE | $3,045 | $2,032+49.9% | $2,456+24.0% | - |
| Participant deferral / active EE | $6,666 | $3,427+94.5% | $3,548+87.9% | - |
| Admin fee / account holder | $127 | $1,277-90.1% | $5,417-97.7% | - |