Filed February 11, 2021
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.
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 | $41,232 | $46,745-11.8% | $60,547-31.9% | $52,331-21.2% |
| Participation rate | 30.2% | 58.6%-28.4pp | 68.0%-37.8pp | 68.1%-37.9pp |
| Annual return | 4.25% | 0.61%+3.6pp | 335.64%-331.4pp | 4.54%-0.3pp |
| Employer contribution / active EE | $70 | $1,259-94.4% | $2,419-97.1% | $1,882-96.3% |
| Participant deferral / active EE | $865 | $2,145-59.7% | $3,328-74.0% | $3,022-71.4% |
| Admin fee / account holder | $10 | $537-98.2% | $4,536-99.8% | $592-98.4% |