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 | $42,653 | $75,962-43.8% | $154,108-72.3% | $64,173-33.5% |
| Participation rate | 98.4% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | -0.74% | 30.32%-31.1pp | 735.21%-736.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $2,498 | $3,350-25.4% | $5,298-52.8% | $2,381+4.9% |
| Participant deferral / active EE | $4,154 | $3,175+30.9% | $5,081-18.2% | $3,470+19.7% |
| Admin fee / account holder | $11 | $5,589-99.8% | $13,411-99.9% | $4,887-99.8% |