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 | $78,713 | $65,322+20.5% | $70,462+11.7% | $73,493+7.1% |
| Participation rate | 78.6% | 77.0%+1.7pp | 75.1%+3.6pp | 70.7%+8.0pp |
| Annual return | 16.14% | 15.71%+0.4pp | 109.08%-92.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,172 | $2,460-11.7% | $2,737-20.7% | $2,270-4.3% |
| Participant deferral / active EE | $4,678 | $3,375+38.6% | $3,710+26.1% | $3,740+25.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |