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 | $29,325 | $39,132-25.1% | $57,196-48.7% | $62,881-53.4% |
| Participation rate | 94.3% | 70.5%+23.8pp | 75.3%+19.0pp | 69.3%+25.0pp |
| Annual return | 7.64% | 9.24%-1.6pp | 14.59%-6.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,704 | $2,374+56.0% | $3,096+19.6% | $3,203+15.6% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |