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 | $40,867 | $80,753-49.4% | $136,297-70.0% | $62,293-34.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.11% | 35.83%-2.7pp | 5156.19%-5123.1pp | 28.90%+4.2pp |
| Employer contribution / active EE | $1,981 | $2,884-31.3% | $4,696-57.8% | $2,042-3.0% |
| Participant deferral / active EE | $3,043 | $5,164-41.1% | $6,247-51.3% | $3,169-4.0% |
| Admin fee / account holder | $69 | $525-86.8% | $9,244-99.2% | $479-85.5% |