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 | $63,686 | $51,769+23.0% | $57,356+11.0% | $52,331+21.7% |
| Participation rate | 95.6% | 75.2%+20.4pp | 75.1%+20.5pp | 68.1%+27.5pp |
| Annual return | 1.95% | 2.43%-0.5pp | 24.41%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,290 | $2,335-1.9% | $2,689-14.8% | $1,882+21.7% |
| Participant deferral / active EE | $4,025 | $2,794+44.1% | $3,162+27.3% | $3,022+33.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |