Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,248 | $56,828-48.5% | $476,019-93.9% | $233,076-87.5% |
| Participation rate | 100.0% | 10.9%+89.1pp | 5.3%+94.7pp | 46.4%+53.6pp |
| Annual return | -7.94% | -0.75%-7.2pp | 4.36%-12.3pp | -82.67%+74.7pp |
| Employer contribution / active EE | $16,760 | $45,586-63.2% | $27,383-38.8% | $43,771-61.7% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |