Filed November 6, 2015
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,519 | $37,117-79.7% | $147,617-94.9% | $55,191-86.4% |
| Participation rate | 59.2% | 63.6%-4.4pp | 84.6%-25.4pp | 69.2%-10.0pp |
| Annual return | -1.11% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $175 | $1,620-89.2% | $5,564-96.9% | $1,899-90.8% |
| Participant deferral / active EE | $631 | $1,985-68.2% | $4,895-87.1% | $3,046-79.3% |
| Admin fee / account holder | $13 | $86-84.7% | $11,612-99.9% | $91-85.5% |