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 | $14,116 | $40,263-64.9% | $57,347-75.4% | $59,632-76.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.91% | 27.50%-25.6pp | 24.40%-22.5pp | 2041.32%-2039.4pp |
| Employer contribution / active EE | $804 | $1,922-58.2% | $2,689-70.1% | $2,203-63.5% |
| Participant deferral / active EE | $1,021 | $2,400-57.4% | $3,162-67.7% | $3,192-68.0% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |