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.
Employer 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 | $137,452 | $110,547+24.3% | $102,492+34.1% | $338,137-59.4% |
| Participation rate | 100.0% | 17.2%+82.8pp | 12.2%+87.8pp | 43.9%+56.1pp |
| Annual return | 7.72% | 3.50%+4.2pp | 5.16%+2.6pp | 13.05%-5.3pp |
| Employer contribution / active EE | $0 | $33,932-100.0% | $26,442-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,946-100.0% |