Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,294 | $358,721-62.3% | $319,563-57.7% | $330,599-59.1% |
| Participation rate | 100.0% | 53.8%+46.2pp | 41.2%+58.8pp | 43.7%+56.3pp |
| Annual return | 5.51% | 6.80%-1.3pp | 7.24%-1.7pp | 13.05%-7.5pp |
| Employer contribution / active EE | $38,000 | $35,435+7.2% | $33,207+14.4% | $37,664+0.9% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $31,365-100.0% |