Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $85,097 | $68,413+24.4% | $123,105-30.9% | $55,191+54.2% |
| Participation rate | 96.9% | 84.5%+12.4pp | 86.8%+10.2pp | 69.2%+27.8pp |
| Annual return | 8.69% | 6.30%+2.4pp | 13.22%-4.5pp | 10.78%-2.1pp |
| Employer contribution / active EE | $2,596 | $3,050-14.9% | $5,151-49.6% | $1,899+36.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |