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 | $91,121 | $55,002+65.7% | $59,899+52.1% | $56,289+61.9% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.6pp |
| Annual return | 9.52% | 1.13%+8.4pp | 3.46%+6.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $3,470 | $2,448+41.8% | $2,723+27.5% | $2,111+64.4% |
| Participant deferral / active EE | $4,978 | $3,121+59.5% | $3,402+46.3% | $3,350+48.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |