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 | $81,742 | $60,989+34.0% | $60,919+34.2% | $66,949+22.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -5.18% | -9.60%+4.4pp | 16.96%-22.1pp | 1.57%-6.8pp |
| Employer contribution / active EE | $1,801 | $2,661-32.3% | $2,704-33.4% | $2,545-29.3% |
| Participant deferral / active EE | $3,399 | $3,615-6.0% | $3,814-10.9% | $4,239-19.8% |
| Admin fee / account holder | $23 | $338-93.3% | $3,228-99.3% | $594-96.2% |