Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,071 | $218,893-67.1% | $436,953-83.5% | $233,076-69.1% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | 0.00% | -114.99%+115.0pp | -102.04%+102.0pp | -82.67%+82.7pp |
| Employer contribution / active EE | $73,329 | $39,361+86.3% | $36,232+102.4% | $43,771+67.5% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $106 | $11,759-99.1% | $12,721-99.2% | $11,204-99.1% |