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 | $74,852 | $225,449-66.8% | $219,466-65.9% | $237,064-68.4% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 3.20% | 4.17%-1.0pp | 5.00%-1.8pp | 4.16%-1.0pp |
| Employer contribution / active EE | $38,050 | $39,228-3.0% | $35,918+5.9% | $42,918-11.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $216 | $13,772-98.4% | $13,204-98.4% | $21,465-99.0% |