Filed January 10, 2020
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 | $22,775 | $52,467-56.6% | $57,196-60.2% | $55,167-58.7% |
| Participation rate | 41.1% | 75.8%-34.7pp | 75.3%-34.2pp | 69.0%-27.9pp |
| Annual return | 7.42% | 7.72%-0.3pp | 14.59%-7.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $625 | $2,477-74.8% | $2,683-76.7% | $1,963-68.1% |
| Participant deferral / active EE | $1,083 | $2,830-61.7% | $3,096-65.0% | $3,054-64.5% |
| Admin fee / account holder | $4 | $269-98.7% | $3,141-99.9% | $504-99.3% |