Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,269 | $52,467-4.2% | $57,196-12.1% | $55,167-8.9% |
| Participation rate | 97.0% | 75.8%+21.2pp | 75.3%+21.7pp | 69.0%+28.0pp |
| Annual return | 5.46% | 7.72%-2.3pp | 14.59%-9.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $2,049 | $2,477-17.3% | $2,683-23.6% | $1,963+4.4% |
| Participant deferral / active EE | $1,597 | $2,830-43.6% | $3,096-48.4% | $3,054-47.7% |
| Admin fee / account holder | $1 | $269-99.8% | $3,141-100.0% | $504-99.9% |