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 | $63,868 | $65,322-2.2% | $70,494-9.4% | $73,497-13.1% |
| Participation rate | 95.0% | 77.0%+18.1pp | 75.1%+20.0pp | 70.7%+24.4pp |
| Annual return | 13.31% | 15.71%-2.4pp | 109.16%-95.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,170 | $2,460-52.4% | $2,738-57.3% | $2,270-48.4% |
| Participant deferral / active EE | $1,966 | $3,375-41.7% | $3,711-47.0% | $3,740-47.4% |
| Admin fee / account holder | $93 | $214-56.5% | $3,848-97.6% | $513-81.9% |