Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $137,329 | $75,183+82.7% | $123,894+10.8% | $55,167+148.9% |
| Participation rate | 99.1% | 72.8%+26.2pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | 7.07% | 19.01%-11.9pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $10,870 | $2,823+285.0% | $4,617+135.4% | $1,963+453.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |