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 | $112,015 | $65,557+70.9% | $105,736+5.9% | $56,289+99.0% |
| Participation rate | 99.4% | 63.4%+36.0pp | 76.3%+23.1pp | 69.9%+29.5pp |
| Annual return | -5.86% | -1.32%-4.5pp | 6.27%-12.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $6,207 | $1,788+247.1% | $3,268+89.9% | $2,111+194.0% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |