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 | $18,917 | $52,467-63.9% | $57,196-66.9% | $55,167-65.7% |
| Participation rate | 97.2% | 75.8%+21.3pp | 75.3%+21.9pp | 69.0%+28.2pp |
| Annual return | 6.83% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,448 | $2,477-1.2% | $2,683-8.8% | $1,963+24.7% |
| Participant deferral / active EE | $3,108 | $2,830+9.8% | $3,096+0.4% | $3,054+1.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |