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 | $47,072 | $63,346-25.7% | $92,240-49.0% | $70,126-32.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.39% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,610 | $2,471+5.6% | $3,680-29.1% | $2,343+11.4% |
| Participant deferral / active EE | $3,458 | $2,854+21.2% | $3,897-11.3% | $3,332+3.8% |
| Admin fee / account holder | $22 | $3,841-99.4% | $5,194-99.6% | $4,645-99.5% |