Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $128,364 | $247,120-48.1% | $213,834-40.0% | $350,051-63.3% |
| Participation rate | 100.0% | 29.4%+70.6pp | 12.3%+87.7pp | 44.5%+55.5pp |
| Annual return | 0.00% | -11.83%+11.8pp | -5.12%+5.1pp | -14.65%+14.6pp |
| Employer contribution / active EE | $128,364 | $42,640+201.0% | $31,020+313.8% | $46,321+177.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |