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 | $105,663 | $50,464+109.4% | $75,784+39.4% | $52,331+101.9% |
| Participation rate | 98.3% | 66.8%+31.5pp | 75.8%+22.5pp | 68.1%+30.2pp |
| Annual return | -0.81% | 1.03%-1.8pp | 9.68%-10.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $5,572 | $1,988+180.2% | $3,323+67.7% | $1,882+196.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $19 | $1,103-98.3% | $5,300-99.6% | $592-96.8% |