Filed October 13, 2017
Total covered: 15 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,663 | $86,897-80.8% | $151,639-89.0% | $64,819-74.3% |
| Participation rate | 83.2% | 87.3%-4.1pp | 87.5%-4.3pp | 71.5%+11.7pp |
| Annual return | -16.13% | -3.57%-12.6pp | 3.34%-19.5pp | 32.84%-49.0pp |
| Employer contribution / active EE | $1,940 | $4,010-51.6% | $6,165-68.5% | $2,507-22.6% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,613-100.0% | $188-100.0% |