Filed July 19, 2017
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.
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 | $58,536 | $86,791-32.6% | $115,038-49.1% | $59,188-1.1% |
| Participation rate | 23.8% | 72.8%-49.0pp | 81.4%-57.5pp | 69.4%-45.6pp |
| Annual return | 2.75% | 4.44%-1.7pp | 26.14%-23.4pp | 5.51%-2.8pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,970 | $5,298-62.8% | $6,026-67.3% | $3,265-39.7% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |