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 | $33,663 | $55,453-39.3% | $170,435-80.2% | $62,293-46.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 16.29% | 21.38%-5.1pp | 205.94%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $5,359 | $2,164+147.7% | $5,432-1.3% | $2,042+162.4% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |