Filed September 12, 2017
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,484 | $72,770-70.5% | $67,652-68.2% | $55,191-61.1% |
| Participation rate | 99.2% | 78.8%+20.4pp | 75.7%+23.5pp | 69.2%+30.0pp |
| Annual return | 8.40% | -3.26%+11.7pp | 6625.40%-6617.0pp | 10.78%-2.4pp |
| Employer contribution / active EE | $1,071 | $1,769-39.5% | $2,266-52.7% | $1,899-43.6% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |