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 | $92,211 | $131,914-30.1% | $131,914-30.1% | $287,034-67.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 53.8%+46.2pp | 55.9%+44.1pp |
| Annual return | 6.34% | 8.52%-2.2pp | 9.67%-3.3pp | 24.44%-18.1pp |
| Employer contribution / active EE | $50,000 | $35,790+39.7% | $33,327+50.0% | $41,344+20.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $54-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $497-100.0% | $497-100.0% | $22,013-100.0% |