Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,478 | $258,723-87.8% | $247,553-87.3% | $285,997-89.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 8.66% | 34.49%-25.8pp | 32.33%-23.7pp | 24.44%-15.8pp |
| Employer contribution / active EE | $9,242 | $36,001-74.3% | $33,960-72.8% | $41,348-77.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $136 | $10,641-98.7% | $10,141-98.7% | $22,013-99.4% |