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 | $90,622 | $84,236+7.6% | $170,435-46.8% | $70,126+29.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.38% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $5,878 | $3,387+73.5% | $5,432+8.2% | $2,343+150.9% |
| Participant deferral / active EE | $3,322 | $3,086+7.6% | $4,939-32.8% | $3,332-0.3% |
| Admin fee / account holder | $15 | $5,698-99.7% | $13,881-99.9% | $4,645-99.7% |