Sign up free to preview peer percentile detail
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.
Annual investment return 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,102 | $162,803+150.7% | $473,625-13.8% | $287,034+42.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.9%+44.1pp |
| Annual return | -0.06% | 17.22%-17.3pp | 20.18%-20.2pp | 24.44%-24.5pp |
| Employer contribution / active EE | $125,000 | $35,410+253.0% | $29,108+329.4% | $41,344+202.3% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |