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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $43,626 | $224,372-80.6% | $219,333-80.1% | $222,458-80.4% |
| Participation rate | 81.8% | 47.3%+34.5pp | 42.3%+39.5pp | 48.7%+33.1pp |
| Annual return | -6.39% | -2.14%-4.3pp | -2.01%-4.4pp | -2.16%-4.2pp |
| Employer contribution / active EE | $18,636 | $37,296-50.0% | $34,453-45.9% | $42,949-56.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $148 | $5,081-97.1% | $5,362-97.2% | $12,572-98.8% |