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 | $63,152 | $60,165+5.0% | $74,184-14.9% | $55,167+14.5% |
| Participation rate | 95.3% | 74.2%+21.2pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 7.64% | 10.00%-2.4pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,096 | $1,600+93.6% | $2,370+30.6% | $1,963+57.8% |
| Participant deferral / active EE | $5,861 | $2,973+97.2% | $3,550+65.1% | $3,054+91.9% |
| Admin fee / account holder | $25 | $419-94.0% | $5,586-99.6% | $504-95.0% |