Filed October 28, 2016
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,503 | $69,771-1.8% | $67,524+1.5% | $74,400-7.9% |
| Participation rate | 50.7% | 71.4%-20.6pp | 72.9%-22.2pp | 67.2%-16.5pp |
| Annual return | 29.54% | -40.49%+70.0pp | 3519.41%-3489.9pp | 1367.51%-1338.0pp |
| Employer contribution / active EE | $1,709 | $2,710-36.9% | $2,734-37.5% | $2,624-34.9% |
| Participant deferral / active EE | $2,144 | $3,638-41.1% | $4,001-46.4% | $4,348-50.7% |
| Admin fee / account holder | $4 | $889-99.5% | $4,001-99.9% | $1,944-99.8% |