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 | $20,429 | $47,977-57.4% | $154,114-86.7% | $56,287-63.7% |
| Participation rate | 81.4% | 66.2%+15.2pp | 83.0%-1.7pp | 69.9%+11.5pp |
| Annual return | 35.87% | 3.54%+32.3pp | 735.16%-699.3pp | -9.96%+45.8pp |
| Employer contribution / active EE | $2,069 | $2,169-4.6% | $5,298-60.9% | $2,111-2.0% |
| Participant deferral / active EE | $3,378 | $2,392+41.2% | $5,081-33.5% | $3,350+0.9% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |