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 | $107,003 | $88,203+21.3% | $165,100-35.2% | $74,478+43.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 23.37% | 17.13%+6.2pp | 70.21%-46.8pp | 1370.56%-1347.2pp |
| Employer contribution / active EE | $7,236 | $2,601+178.2% | $4,348+66.4% | $2,626+175.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $239 | $2,235-89.3% | $12,696-98.1% | $1,946-87.7% |