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 | $63,270 | $55,002+15.0% | $59,899+5.6% | $56,289+12.4% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.7%+24.0pp | 69.9%+28.8pp |
| Annual return | 9.50% | 1.13%+8.4pp | 3.46%+6.0pp | -9.96%+19.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,555 | $3,121+78.0% | $3,402+63.3% | $3,350+65.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |