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 | $64,114 | $52,467+22.2% | $57,196+12.1% | $55,167+16.2% |
| Participation rate | 92.3% | 75.8%+16.4pp | 75.3%+16.9pp | 69.0%+23.3pp |
| Annual return | 7.94% | 7.72%+0.2pp | 14.59%-6.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,360 | $2,830+54.0% | $3,096+40.8% | $3,054+42.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |