Filed January 4, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,544 | $44,873-58.7% | $79,466-76.7% | $56,287-67.1% |
| Participation rate | 32.5% | 68.7%-36.2pp | 73.3%-40.8pp | 69.9%-37.3pp |
| Annual return | 7.22% | 0.81%+6.4pp | 718.28%-711.1pp | -9.96%+17.2pp |
| Employer contribution / active EE | $32 | $2,140-98.5% | $2,800-98.9% | $2,111-98.5% |
| Participant deferral / active EE | $876 | $2,746-68.1% | $3,704-76.4% | $3,350-73.9% |
| Admin fee / account holder | $95 | $418-77.3% | $5,104-98.1% | $521-81.8% |