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 | $53,175 | $52,507+1.3% | $129,406-58.9% | $74,478-28.6% |
| Participation rate | 80.0% | 53.9%+26.1pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 12.95% | 15.64%-2.7pp | 9468.18%-9455.2pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,452 | $1,534+59.8% | $4,155-41.0% | $2,626-6.6% |
| Participant deferral / active EE | $3,480 | $2,801+24.3% | $4,167-16.5% | $4,350-20.0% |
| Admin fee / account holder | $2 | $2,639-99.9% | $7,689-100.0% | $1,946-99.9% |