Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,595 | $68,408-26.0% | $57,196-11.5% | $57,658-12.3% |
| Participation rate | 98.5% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 8.26% | 8.51%-0.2pp | 14.59%-6.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,954 | $2,903+36.2% | $3,096+27.7% | $3,061+29.2% |
| Admin fee / account holder | $151 | $70+116.1% | $3,141-95.2% | $95+59.2% |