Filed August 4, 2021 (most recent of 2 filings on file)
Total covered: 30 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,929 | $46,360-85.1% | $147,617-95.3% | $52,331-86.8% |
| Participation rate | 64.2% | 64.9%-0.7pp | 84.6%-20.4pp | 68.1%-3.9pp |
| Annual return | -1.01% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $365 | $2,126-82.9% | $5,564-93.4% | $1,882-80.6% |
| Participant deferral / active EE | $1,489 | $2,258-34.1% | $4,895-69.6% | $3,022-50.7% |
| Admin fee / account holder | $105 | $766-86.3% | $11,612-99.1% | $592-82.3% |