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 | $57,249 | $55,002+4.1% | $59,887-4.4% | $56,287+1.7% |
| Participation rate | 93.4% | 75.9%+17.5pp | 74.7%+18.7pp | 69.9%+23.6pp |
| Annual return | -3.72% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,641 | $2,448-33.0% | $2,722-39.7% | $2,111-22.3% |
| Participant deferral / active EE | $2,166 | $3,121-30.6% | $3,402-36.3% | $3,350-35.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |