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 | $100,517 | $75,183+33.7% | $123,894-18.9% | $55,167+82.2% |
| Participation rate | 89.7% | 72.8%+16.8pp | 81.4%+8.2pp | 69.0%+20.7pp |
| Annual return | 12.43% | 19.01%-6.6pp | 47.52%-35.1pp | 169.23%-156.8pp |
| Employer contribution / active EE | $5,641 | $2,823+99.8% | $4,617+22.2% | $1,963+187.4% |
| Participant deferral / active EE | $8,461 | $5,084+66.4% | $5,984+41.4% | $3,054+177.0% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |