Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
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 | $986,783 | $827,797+19.2% | $788,447+25.2% | $350,051+181.9% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.5%+55.5pp |
| Annual return | -22.04% | -4.32%-17.7pp | -3.21%-18.8pp | -14.65%-7.4pp |
| Employer contribution / active EE | $50,000 | $53,412-6.4% | $46,051+8.6% | $46,321+7.9% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |