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 | $115,300 | $45,082+155.8% | $69,464+66.0% | $72,975+58.0% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 16.33% | 22.66%-6.3pp | 28.98%-12.6pp | 81.01%-64.7pp |
| Employer contribution / active EE | $6,744 | $2,055+228.1% | $2,779+142.7% | $2,440+176.4% |
| Participant deferral / active EE | $7,129 | $2,604+173.8% | $3,536+101.6% | $3,608+97.6% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |