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 | $21,096 | $46,360-54.5% | $147,617-85.7% | $52,331-59.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.79% | 1.62%-3.4pp | 61.98%-63.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,062 | $2,126-50.0% | $5,564-80.9% | $1,882-43.5% |
| Participant deferral / active EE | $1,802 | $2,258-20.2% | $4,895-63.2% | $3,022-40.4% |
| Admin fee / account holder | $24 | $766-96.8% | $11,612-99.8% | $592-95.9% |