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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,874 | $65,322-20.6% | $70,476-26.4% | $73,493-29.4% |
| Participation rate | 48.8% | 77.0%-28.2pp | 75.1%-26.3pp | 70.7%-21.9pp |
| Annual return | 4.82% | 15.71%-10.9pp | 109.12%-104.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $838 | $2,460-65.9% | $2,738-69.4% | $2,270-63.1% |
| Participant deferral / active EE | $1,847 | $3,375-45.3% | $3,710-50.2% | $3,740-50.6% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |