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 | $58,836 | $55,002+7.0% | $59,899-1.8% | $56,289+4.5% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.7%+24.8pp | 69.9%+29.6pp |
| Annual return | 8.45% | 1.13%+7.3pp | 3.46%+5.0pp | -9.96%+18.4pp |
| Employer contribution / active EE | $2,829 | $2,448+15.6% | $2,723+3.9% | $2,111+34.0% |
| Participant deferral / active EE | $3,420 | $3,121+9.6% | $3,402+0.5% | $3,350+2.1% |
| Admin fee / account holder | $18 | $236-92.2% | $3,592-99.5% | $521-96.5% |