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 | $43,470 | $36,916+17.8% | $156,551-72.2% | $57,658-24.6% |
| Participation rate | 89.4% | 63.4%+25.9pp | 84.0%+5.3pp | 70.2%+19.1pp |
| Annual return | 6.50% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,089 | $1,571-30.7% | $5,501-80.2% | $1,974-44.8% |
| Participant deferral / active EE | $2,294 | $1,926+19.1% | $4,871-52.9% | $3,061-25.1% |
| Admin fee / account holder | $4 | $82-95.6% | $13,028-100.0% | $95-96.2% |