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 | $84,131 | $60,795+38.4% | $69,464+21.1% | $65,185+29.1% |
| Participation rate | 96.4% | 74.9%+21.5pp | 74.6%+21.8pp | 70.2%+26.2pp |
| Annual return | 19.91% | 17.46%+2.5pp | 28.98%-9.1pp | 29.38%-9.5pp |
| Employer contribution / active EE | $10,376 | $2,452+323.2% | $2,779+273.3% | $2,177+376.7% |
| Participant deferral / active EE | $5,428 | $3,162+71.7% | $3,536+53.5% | $3,514+54.5% |
| Admin fee / account holder | $1 | $314-99.8% | $3,840-100.0% | $847-99.9% |