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 | $82,696 | $56,200+47.1% | $67,653+22.2% | $59,633+38.7% |
| Participation rate | 94.2% | 71.5%+22.7pp | 75.7%+18.5pp | 68.7%+25.5pp |
| Annual return | -0.21% | 18506.71%-18506.9pp | 6625.22%-6625.4pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $1,670 | $1,615+3.4% | $2,266-26.3% | $2,203-24.2% |
| Participant deferral / active EE | $5,638 | $2,843+98.3% | $3,560+58.4% | $3,192+76.7% |
| Admin fee / account holder | $2 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |