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 | $23,237 | $53,925-56.9% | $75,501-69.2% | $69,631-66.6% |
| Participation rate | 76.0% | 71.2%+4.8pp | 72.4%+3.6pp | 70.7%+5.3pp |
| Annual return | 16.29% | 17.84%-1.5pp | 27.35%-11.1pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $501 | $1,802-72.2% | $2,352-78.7% | $2,032-75.3% |
| Participant deferral / active EE | $1,515 | $2,569-41.0% | $3,142-51.8% | $3,224-53.0% |
| Admin fee / account holder | $13 | $97-86.4% | $5,801-99.8% | $110-88.1% |