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 | $17,707 | $46,360-61.8% | $147,617-88.0% | $52,331-66.2% |
| Participation rate | 99.2% | 64.9%+34.2pp | 84.6%+14.6pp | 68.1%+31.1pp |
| Annual return | 0.48% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,835 | $2,126-13.7% | $5,564-67.0% | $1,882-2.5% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $33 | $766-95.7% | $11,612-99.7% | $592-94.4% |