Filed December 22, 2015
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,342 | $36,916-66.6% | $156,552-92.1% | $57,658-78.6% |
| Participation rate | 99.3% | 63.4%+35.9pp | 84.0%+15.3pp | 70.2%+29.1pp |
| Annual return | 5.39% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,312 | $1,571-16.5% | $5,501-76.2% | $1,974-33.5% |
| Participant deferral / active EE | $1,819 | $1,926-5.5% | $4,871-62.7% | $3,061-40.6% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |