Filed December 1, 2016 (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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,995 | $48,337-44.2% | $67,560-60.0% | $80,959-66.7% |
| Participation rate | 80.5% | 66.4%+14.1pp | 72.9%+7.6pp | 67.7%+12.8pp |
| Annual return | 11.43% | 18.26%-6.8pp | 3533.50%-3522.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,976 | $2,023-2.3% | $2,737-27.8% | $2,757-28.3% |
| Participant deferral / active EE | $2,006 | $2,928-31.5% | $4,004-49.9% | $4,300-53.4% |
| Admin fee / account holder | $96 | $3,695-97.4% | $3,994-97.6% | $6,925-98.6% |