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 | $33,983 | $60,119-43.5% | $90,430-62.4% | $79,858-57.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.31% | 71.94%-60.6pp | 1293.73%-1282.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $2,286 | $2,068+10.6% | $3,262-29.9% | $2,471-7.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |