Filed April 4, 2025
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 | $172,564 | $68,408+152.3% | $57,196+201.7% | $57,658+199.3% |
| Participation rate | 98.2% | 79.1%+19.0pp | 75.3%+22.8pp | 70.2%+27.9pp |
| Annual return | 6.58% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $5,421 | $2,869+88.9% | $2,683+102.0% | $1,974+174.6% |
| Participant deferral / active EE | $4,818 | $2,903+65.9% | $3,096+55.6% | $3,061+57.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |