Filed April 23, 2019
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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,172 | $48,011+123.2% | $63,803+68.0% | $82,637+29.7% |
| Participation rate | 95.2% | 66.6%+28.6pp | 72.7%+22.5pp | 68.1%+27.1pp |
| Annual return | 10.33% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $2,670 | $1,904+40.3% | $2,532+5.5% | $2,552+4.6% |
| Participant deferral / active EE | $6,104 | $2,846+114.4% | $3,843+58.8% | $4,126+47.9% |
| Admin fee / account holder | $72 | $3,873-98.1% | $5,196-98.6% | $7,339-99.0% |