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 | $26,495 | $75,183-64.8% | $123,894-78.6% | $55,167-52.0% |
| Participation rate | 96.3% | 72.8%+23.5pp | 81.4%+14.9pp | 69.0%+27.3pp |
| Annual return | 11.35% | 19.01%-7.7pp | 47.52%-36.2pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,398 | $2,823-50.5% | $4,617-69.7% | $1,963-28.8% |
| Participant deferral / active EE | $3,084 | $5,084-39.4% | $5,984-48.5% | $3,054+1.0% |
| Admin fee / account holder | $13 | $663-98.1% | $8,357-99.8% | $504-97.5% |