Filed March 20, 2017
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 | $69,036 | $65,084+6.1% | $67,681+2.0% | $64,340+7.3% |
| Participation rate | 34.4% | 66.7%-32.4pp | 73.7%-39.4pp | 55.2%-20.9pp |
| Annual return | 11.34% | 20.50%-9.2pp | 590.58%-579.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $909 | $2,398-62.1% | $2,678-66.1% | $1,862-51.2% |
| Participant deferral / active EE | $1,602 | $3,210-50.1% | $3,976-59.7% | $2,980-46.2% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |