Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,192 | $37,196-5.4% | $154,111-77.2% | $55,725-36.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 2.43% | 1319.68%-1317.2pp | 735.18%-732.8pp | 244.93%-242.5pp |
| Employer contribution / active EE | $937 | $1,614-42.0% | $5,298-82.3% | $2,078-54.9% |
| Participant deferral / active EE | $791 | $2,068-61.8% | $5,081-84.4% | $3,356-76.4% |
| Admin fee / account holder | $18 | $102-82.3% | $13,411-99.9% | $115-84.4% |