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 | $54,082 | $55,002-1.7% | $59,883-9.7% | $56,287-3.9% |
| Participation rate | 95.7% | 75.9%+19.8pp | 74.7%+21.0pp | 69.9%+25.8pp |
| Annual return | 10.48% | 1.13%+9.3pp | 3.46%+7.0pp | -9.96%+20.4pp |
| Employer contribution / active EE | $3,580 | $2,448+46.2% | $2,722+31.5% | $2,111+69.6% |
| Participant deferral / active EE | $5,383 | $3,121+72.5% | $3,402+58.2% | $3,350+60.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |