Filed May 18, 2017 (most recent of 2 filings on file)
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 | $89,350 | $84,685+5.5% | $73,836+21.0% | $125,389-28.7% |
| Participation rate | 61.5% | 76.8%-15.2pp | 73.4%-11.9pp | 83.2%-21.7pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,050 | $3,993-23.6% | $3,583-14.9% | $5,352-43.0% |
| Admin fee / account holder | $252 | $5,694-95.6% | $4,882-94.8% | $9,541-97.4% |