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 | $41,706 | $55,453-24.8% | $170,435-75.5% | $62,293-33.0% |
| Participation rate | 74.5% | 66.4%+8.2pp | 83.6%-9.1pp | 69.5%+5.0pp |
| Annual return | 14.61% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,421 | $2,164+11.9% | $5,432-55.4% | $2,042+18.5% |
| Participant deferral / active EE | $1,559 | $2,303-32.3% | $4,939-68.4% | $3,169-50.8% |
| Admin fee / account holder | $13 | $455-97.1% | $13,881-99.9% | $479-97.2% |