Filed April 29, 2022 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,593 | $129,159-55.4% | $184,243-68.7% | $77,714-25.9% |
| Participation rate | 4.2% | 87.4%-83.1pp | 86.8%-82.6pp | 70.6%-66.3pp |
| Annual return | 16.75% | 33.22%-16.5pp | 28.82%-12.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,427-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $96 | $256-62.6% | $13,914-99.3% | $433-77.9% |