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 | $72,528 | $55,002+31.9% | $59,883+21.1% | $56,287+28.9% |
| Participation rate | 91.7% | 75.9%+15.8pp | 74.7%+17.0pp | 69.9%+21.9pp |
| Annual return | -1.96% | 1.13%-3.1pp | 3.46%-5.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $4,133 | $2,448+68.9% | $2,722+51.8% | $2,111+95.8% |
| Participant deferral / active EE | $6,830 | $3,121+118.8% | $3,402+100.8% | $3,350+103.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |