Filed May 13, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,563 | $64,890-80.6% | $134,172-90.6% | $67,986-81.5% |
| Participation rate | 29.5% | 48.5%-19.1pp | 72.5%-43.0pp | 57.2%-27.7pp |
| Annual return | 23.24% | 16.12%+7.1pp | 25.30%-2.1pp | 31.67%-8.4pp |
| Employer contribution / active EE | $188 | $1,360-86.1% | $3,420-94.5% | $2,019-90.7% |
| Participant deferral / active EE | $1,126 | $2,289-50.8% | $4,690-76.0% | $3,358-66.5% |
| Admin fee / account holder | $283 | $3,140-91.0% | $12,016-97.6% | $3,203-91.2% |