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 | $60,817 | $380,050-84.0% | $322,681-81.2% | $237,064-74.3% |
| Participation rate | 100.0% | 34.9%+65.1pp | 27.6%+72.4pp | 45.6%+54.4pp |
| Annual return | 0.00% | 3.71%-3.7pp | 4.07%-4.1pp | 4.16%-4.2pp |
| Employer contribution / active EE | $58,333 | $41,545+40.4% | $36,235+61.0% | $42,918+35.9% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $266 | $8,300-96.8% | $7,128-96.3% | $21,465-98.8% |