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 | $39,914 | $45,050-11.4% | $63,018-36.7% | $70,126-43.1% |
| Participation rate | 79.1% | 69.5%+9.6pp | 74.8%+4.3pp | 69.5%+9.5pp |
| Annual return | 14.79% | 18.76%-4.0pp | 87.62%-72.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,249 | $2,466-49.3% | $3,330-62.5% | $3,332-62.5% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |