Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,600 | $258,845-89.0% | $846,462-96.6% | $222,458-87.1% |
| Participation rate | 66.7% | 51.0%+15.7pp | 23.1%+43.6pp | 48.7%+18.0pp |
| Annual return | 0.00% | -1.13%+1.1pp | -0.81%+0.8pp | -2.16%+2.2pp |
| Employer contribution / active EE | $28,600 | $49,652-42.4% | $38,425-25.6% | $42,949-33.4% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |