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 | $132,236 | $78,313+68.9% | $78,313+68.9% | $254,510-48.0% |
| Participation rate | 100.0% | 25.0%+75.0pp | 13.0%+87.0pp | 43.0%+57.0pp |
| Annual return | 0.00% | 5.50%-5.5pp | 6.61%-6.6pp | 259.14%-259.1pp |
| Employer contribution / active EE | $132,236 | $30,041+340.2% | $24,284+444.5% | $41,471+218.9% |
| Participant deferral / active EE | $0 | $490-100.0% | $408-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,478-100.0% | $19,478-100.0% | $21,546-100.0% |