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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $112,212 | $57,976+93.5% | $63,018+78.1% | $62,293+80.1% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 15.80% | 17.54%-1.7pp | 87.62%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,761 | $2,415+138.6% | $2,761+108.7% | $2,042+182.1% |
| Participant deferral / active EE | $4,667 | $2,956+57.9% | $3,330+40.2% | $3,169+47.3% |
| Admin fee / account holder | $105 | $276-61.8% | $3,601-97.1% | $479-78.0% |