Sign up free to preview peer percentile detail
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 | $28,502 | $45,152-36.9% | $73,836-61.4% | $59,633-52.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.74% | 27.40%-25.7pp | 2268.06%-2266.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,871 | $1,901-1.6% | $2,787-32.9% | $2,203-15.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |