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 | $144,941 | $69,383+108.9% | $101,275+43.1% | $73,497+97.2% |
| Participation rate | 99.5% | 68.4%+31.1pp | 75.8%+23.7pp | 70.7%+28.8pp |
| Annual return | 12.94% | 18.46%-5.5pp | 46.48%-33.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $7,937 | $2,628+202.0% | $3,660+116.9% | $2,270+249.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |