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 | $268,692 | $224,372+19.8% | $219,333+22.5% | $222,458+20.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -3.94% | -2.14%-1.8pp | -2.01%-1.9pp | -2.16%-1.8pp |
| Employer contribution / active EE | $73,290 | $37,296+96.5% | $34,453+112.7% | $42,949+70.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $3 | $5,081-99.9% | $5,362-100.0% | $12,572-100.0% |