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.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,070 | $185,887+48.5% | $179,823+53.5% | $330,599-16.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | 17.33% | 174.20%-156.9pp | 148.78%-131.4pp | 13.05%+4.3pp |
| Employer contribution / active EE | $33,333 | $30,844+8.1% | $26,858+24.1% | $37,664-11.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |