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.
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 | $100,516 | $202,389-50.3% | $198,173-49.3% | $248,183-59.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 12.01% | 9.90%+2.1pp | 10.16%+1.8pp | 10.21%+1.8pp |
| Employer contribution / active EE | $10,359 | $36,071-71.3% | $33,192-68.8% | $42,272-75.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $152 | $7,397-97.9% | $7,531-98.0% | $13,518-98.9% |