Filed November 17, 2021
Total covered: 44 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,015 | $54,193-22.5% | $93,669-55.1% | $77,714-45.9% |
| Participation rate | 98.2% | 63.9%+34.2pp | 68.7%+29.5pp | 70.6%+27.6pp |
| Annual return | 3.12% | 30.54%-27.4pp | 133.59%-130.5pp | 31.26%-28.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |