Sign up free to preview peer percentile detail
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 | $14,585 | $273,772-94.7% | $255,499-94.3% | $328,120-95.6% |
| Participation rate | 86.7% | 41.4%+45.2pp | 32.7%+53.9pp | 34.1%+52.5pp |
| Annual return | 0.00% | 6.69%-6.7pp | 6.84%-6.8pp | 13.02%-13.0pp |
| Employer contribution / active EE | $12,641 | $31,317-59.6% | $29,902-57.7% | $34,257-63.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |