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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $226,780 | $206,041+10.1% | $201,416+12.6% | $339,457-33.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.9%+56.1pp |
| Annual return | 8.10% | 7.46%+0.6pp | 8.10%0pp | 13.05%-5.0pp |
| Employer contribution / active EE | $95,368 | $34,709+174.8% | $28,665+232.7% | $37,651+153.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,074-100.0% |