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 | $110,606 | $73,102+51.3% | $123,553-10.5% | $56,289+96.5% |
| Participation rate | 95.8% | 74.3%+21.5pp | 82.3%+13.5pp | 69.9%+26.0pp |
| Annual return | -7.03% | 3.01%-10.0pp | 119.21%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $6,739 | $2,977+126.4% | $4,628+45.6% | $2,111+219.2% |
| Participant deferral / active EE | $10,468 | $5,423+93.0% | $6,426+62.9% | $3,350+212.5% |
| Admin fee / account holder | $14 | $554-97.4% | $9,284-99.8% | $521-97.3% |