Filed February 9, 2021 (most recent of 4 filings on file)
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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,400 | $106,280-63.9% | $96,538-60.2% | $139,487-72.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 16.02% | 38.48%-22.5pp | 35.74%-19.7pp | 373.84%-357.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,699 | $5,457-50.5% | $4,880-44.7% | $6,713-59.8% |
| Admin fee / account holder | $61 | $7,888-99.2% | $6,737-99.1% | $11,407-99.5% |