Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,550 | $315,650-89.7% | $308,621-89.5% | $338,137-90.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 7.74% | 8.11%-0.4pp | 8.05%-0.3pp | 13.05%-5.3pp |
| Employer contribution / active EE | $6,281 | $44,185-85.8% | $42,683-85.3% | $37,647-83.3% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $163 | $9,132-98.2% | $8,774-98.1% | $30,946-99.5% |