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 | $54,038 | $56,197-3.8% | $67,652-20.1% | $59,633-9.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.17% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,510 | $1,615-6.5% | $2,266-33.3% | $2,203-31.4% |
| Participant deferral / active EE | $2,959 | $2,844+4.0% | $3,560-16.9% | $3,192-7.3% |
| Admin fee / account holder | $12 | $3,958-99.7% | $4,821-99.7% | $4,297-99.7% |