Filed April 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,112-100.0% | $96,544-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 76.0%-76.0pp | 67.9%-67.9pp |
| Annual return | -25.21% | 22.80%-48.0pp | 25.88%-51.1pp | 28.97%-54.2pp |
| Employer contribution / active EE | $5,865 | $2,248+160.9% | $2,966+97.7% | $2,590+126.5% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |