Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,205 | $385,501-78.2% | $350,496-76.0% | $248,183-66.1% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | 0.00% | 13.23%-13.2pp | 12.88%-12.9pp | 10.21%-10.2pp |
| Employer contribution / active EE | $84,205 | $45,589+84.7% | $40,010+110.5% | $42,272+99.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |