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 | $57,452 | $52,293+9.9% | $178,499-67.8% | $73,412-21.7% |
| Participation rate | 76.9% | 65.3%+11.6pp | 81.9%-5.0pp | 72.2%+4.7pp |
| Annual return | 12.48% | 34.75%-22.3pp | 151.10%-138.6pp | 59.30%-46.8pp |
| Employer contribution / active EE | $2,101 | $1,735+21.1% | $5,011-58.1% | $2,234-5.9% |
| Participant deferral / active EE | $2,145 | $2,332-8.0% | $5,202-58.8% | $3,806-43.6% |
| Admin fee / account holder | $263 | $127+106.7% | $13,986-98.1% | $158+66.7% |