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.
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 | $73,720 | $343,683-78.5% | $333,750-77.9% | $350,051-78.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.5%+55.5pp |
| Annual return | -6.46% | -9.47%+3.0pp | -9.60%+3.1pp | -14.65%+8.2pp |
| Employer contribution / active EE | $0 | $58,413-100.0% | $56,630-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,582-100.0% |