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 | $51,668 | $57,285-9.8% | $86,605-40.3% | $75,173-31.3% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 18.70% | 2671.04%-2652.3pp | 591.39%-572.7pp | 160.65%-142.0pp |
| Employer contribution / active EE | $8,954 | $2,315+286.8% | $3,023+196.2% | $2,670+235.3% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,611-100.0% | $5,651-100.0% |