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 | $49,543 | $80,753-38.6% | $136,298-63.7% | $62,293-20.5% |
| Participation rate | 92.6% | 73.5%+19.1pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 15.91% | 35.83%-19.9pp | 5156.27%-5140.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,193 | $5,164+0.6% | $6,247-16.9% | $3,169+63.9% |
| Admin fee / account holder | $22 | $525-95.8% | $9,244-99.8% | $479-95.3% |