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 | $41,189 | $52,911-22.2% | $73,309-43.8% | $59,633-30.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 2.90% | 12.20%-9.3pp | 5.67%-2.8pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $3,882 | $1,909+103.4% | $3,237+19.9% | $2,203+76.3% |
| Participant deferral / active EE | $2,220 | $4,069-45.5% | $4,991-55.5% | $3,192-30.5% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |