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.
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 | $38,944 | $319,986-87.8% | $454,052-91.4% | $286,788-86.4% |
| Participation rate | 100.0% | 35.8%+64.2pp | 18.4%+81.6pp | 37.6%+62.4pp |
| Annual return | 3.87% | 7.47%-3.6pp | 8.95%-5.1pp | 9.30%-5.4pp |
| Employer contribution / active EE | $3,496 | $54,901-93.6% | $46,559-92.5% | $43,748-92.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $13 | $24,500-99.9% | $19,831-99.9% | $12,596-99.9% |