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 | $163,647 | $99,957+63.7% | $149,745+9.3% | $73,497+122.7% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 50.93% | 53.87%-2.9pp | 276.72%-225.8pp | 28.51%+22.4pp |
| Employer contribution / active EE | $7,350 | $3,191+130.3% | $4,646+58.2% | $2,270+223.8% |
| Participant deferral / active EE | $3,564 | $6,073-41.3% | $6,843-47.9% | $3,740-4.7% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |