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.
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 | $124,203 | $224,072-44.6% | $220,428-43.7% | $254,173-51.1% |
| Participation rate | 75.0% | 49.1%+25.9pp | 43.5%+31.5pp | 43.0%+32.0pp |
| Annual return | 13.67% | 99.74%-86.1pp | 90.61%-76.9pp | 259.17%-245.5pp |
| Employer contribution / active EE | $9,731 | $35,080-72.3% | $32,730-70.3% | $41,471-76.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |