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 | $94,042 | $67,166+40.0% | $57,349+64.0% | $55,191+70.4% |
| Participation rate | 94.0% | 77.7%+16.3pp | 75.1%+18.9pp | 69.2%+24.9pp |
| Annual return | 1.93% | 4.22%-2.3pp | 24.40%-22.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $3,993 | $2,812+42.0% | $2,689+48.5% | $1,899+110.3% |
| Participant deferral / active EE | $3,642 | $2,835+28.5% | $3,162+15.2% | $3,046+19.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |