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 | $75,009 | $65,322+14.8% | $70,476+6.4% | $73,493+2.1% |
| Participation rate | 92.2% | 77.0%+15.2pp | 75.1%+17.1pp | 70.7%+21.5pp |
| Annual return | 16.01% | 15.71%+0.3pp | 109.12%-93.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,668 | $2,460-32.2% | $2,738-39.1% | $2,270-26.5% |
| Participant deferral / active EE | $2,354 | $3,375-30.2% | $3,710-36.6% | $3,740-37.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |