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 | $101,462 | $74,552+36.1% | $63,018+61.0% | $69,631+45.7% |
| Participation rate | 99.7% | 78.3%+21.4pp | 74.8%+24.9pp | 70.7%+29.0pp |
| Annual return | 16.99% | 15.77%+1.2pp | 87.62%-70.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,502 | $2,929+19.6% | $2,761+26.8% | $2,032+72.3% |
| Participant deferral / active EE | $3,608 | $2,974+21.3% | $3,330+8.4% | $3,224+11.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |