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 | $35,260 | $70,002-49.6% | $115,038-69.3% | $52,331-32.6% |
| Participation rate | 91.4% | 72.1%+19.3pp | 81.4%+10.1pp | 68.1%+23.3pp |
| Annual return | -1.12% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,590 | $2,715-41.4% | $4,608-65.5% | $1,882-15.5% |
| Participant deferral / active EE | $4,084 | $4,920-17.0% | $6,026-32.2% | $3,022+35.1% |
| Admin fee / account holder | $22 | $566-96.1% | $8,175-99.7% | $592-96.2% |