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 | $114,666 | $172,651-33.6% | $305,030-62.4% | $198,586-42.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 44.7%+55.3pp | 13.5%+86.5pp |
| Annual return | 13.73% | 9.18%+4.5pp | 380.66%-366.9pp | 9.29%+4.4pp |
| Employer contribution / active EE | $20,881 | $20,046+4.2% | $45,083-53.7% | $15,168+37.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |