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 | $84,596 | $54,320+55.7% | $67,653+25.0% | $52,331+61.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 2.75% | 6.81%-4.1pp | 6625.22%-6622.5pp | 4.54%-1.8pp |
| Employer contribution / active EE | $6,074 | $1,544+293.4% | $2,266+168.1% | $1,882+222.8% |
| Participant deferral / active EE | $6,036 | $2,950+104.6% | $3,560+69.6% | $3,022+99.7% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.0% |