Filed December 5, 2022
Total covered: 2 employees
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,417 | $91,474-51.4% | $135,982-67.3% | $71,529-37.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 6.50% | 29.89%-23.4pp | 68.32%-61.8pp | 28.97%-22.5pp |
| Employer contribution / active EE | $6,768 | $3,705+82.7% | $4,859+39.3% | $2,590+161.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |