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 | $84,343 | $65,322+29.1% | $70,494+19.6% | $73,497+14.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.70% | 15.71%-3.0pp | 109.16%-96.5pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,359 | $2,460-44.7% | $2,738-50.4% | $2,270-40.1% |
| Participant deferral / active EE | $1,749 | $3,375-48.2% | $3,711-52.9% | $3,740-53.2% |
| Admin fee / account holder | $25 | $214-88.4% | $3,848-99.4% | $513-95.2% |