Filed March 5, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
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 | $83,523 | $43,344+92.7% | $59,899+39.4% | $64,173+30.2% |
| Participation rate | 64.7% | 69.2%-4.5pp | 74.7%-10.0pp | 69.6%-4.9pp |
| Annual return | -5.31% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $11,598 | $2,030+471.4% | $2,723+326.0% | $2,381+387.1% |
| Participant deferral / active EE | $6,278 | $2,547+146.4% | $3,402+84.5% | $3,470+80.9% |
| Admin fee / account holder | $26 | $3,008-99.2% | $3,592-99.3% | $4,887-99.5% |