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 | $30,512 | $57,921-47.3% | $84,753-64.0% | $57,658-47.1% |
| Participation rate | 73.0% | 72.9%+0.1pp | 76.6%-3.6pp | 70.2%+2.8pp |
| Annual return | 5.37% | 10.24%-4.9pp | 22.78%-17.4pp | 5.13%+0.2pp |
| Employer contribution / active EE | $3,756 | $2,598+44.5% | $3,574+5.1% | $1,974+90.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |