Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,886 | $39,132-41.5% | $57,196-60.0% | $62,881-63.6% |
| Participation rate | 88.6% | 70.5%+18.1pp | 75.3%+13.3pp | 69.3%+19.3pp |
| Annual return | 5.66% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,419 | $1,874-24.3% | $2,683-47.1% | $2,281-37.8% |
| Participant deferral / active EE | $3,351 | $2,374+41.2% | $3,096+8.2% | $3,203+4.6% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |