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 | $67,500 | $48,078+40.4% | $78,676-14.2% | $62,881+7.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.23% | 31.36%-25.1pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,811 | $2,015+238.1% | $2,850+139.0% | $2,281+198.6% |
| Participant deferral / active EE | $2,499 | $2,587-3.4% | $3,517-28.9% | $3,203-22.0% |
| Admin fee / account holder | $23 | $3,206-99.3% | $4,510-99.5% | $4,296-99.5% |