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.
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 | $390,838 | $315,650+23.8% | $308,621+26.6% | $338,137+15.6% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 43.9%+56.1pp |
| Annual return | 5.73% | 8.11%-2.4pp | 8.05%-2.3pp | 13.05%-7.3pp |
| Employer contribution / active EE | $122,500 | $44,168+177.4% | $42,669+187.1% | $37,651+225.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $6 | $9,132-99.9% | $8,774-99.9% | $30,946-100.0% |