Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,923 | $85,766-34.8% | $136,295-59.0% | $70,131-20.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 16.69% | 31.45%-14.8pp | 5155.97%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,435 | $2,966-17.9% | $4,695-48.1% | $2,342+3.9% |
| Participant deferral / active EE | $3,129 | $5,051-38.1% | $6,247-49.9% | $3,332-6.1% |
| Admin fee / account holder | $7 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |