Filed August 10, 2022 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,113 | $85,635-70.7% | $123,894-79.7% | $63,975-60.7% |
| Participation rate | 24.1% | 74.9%-50.8pp | 81.4%-57.3pp | 71.1%-47.0pp |
| Annual return | 11.09% | 15.74%-4.6pp | 47.52%-36.4pp | 48.65%-37.6pp |
| Employer contribution / active EE | $373 | $3,076-87.9% | $4,617-91.9% | $2,182-82.9% |
| Participant deferral / active EE | $2,672 | $5,667-52.8% | $5,984-55.4% | $3,356-20.4% |
| Admin fee / account holder | $13 | $75-83.1% | $8,357-99.8% | $70-82.0% |