Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $893,103-100.0% | $893,103-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 63.2%-63.2pp | 34.7%-34.7pp |
| Annual return | 3.62% | 10.64%-7.0pp | 10.53%-6.9pp | 12.28%-8.7pp |
| Employer contribution / active EE | $17,600 | $35,145-49.9% | $32,400-45.7% | $34,589-49.1% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $47,656-100.0% |