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.
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 | $146,084 | $318,230-54.1% | $306,246-52.3% | $285,997-48.9% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 9.71% | 37.67%-28.0pp | 35.15%-25.4pp | 24.44%-14.7pp |
| Employer contribution / active EE | $28,016 | $48,360-42.1% | $46,389-39.6% | $41,348-32.2% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $191 | $4,311-95.6% | $4,448-95.7% | $22,013-99.1% |