Filed April 20, 2015
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,043 | $74,347-39.4% | $93,621-51.9% | $67,582-33.4% |
| Participation rate | 99.6% | 80.6%+19.0pp | 75.8%+23.8pp | 71.3%+28.3pp |
| Annual return | 14.91% | 28.07%-13.2pp | 32.76%-17.8pp | 378.57%-363.7pp |
| Employer contribution / active EE | $4,035 | $2,583+56.2% | $2,719+48.4% | $2,148+87.9% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |