Sign up free to preview peer percentile detail
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 | $300 | $82,130-99.6% | $82,130-99.6% | $380,063-99.9% |
| Participation rate | 50.0% | 50.0%0pp | 12.5%+37.5pp | 27.7%+22.3pp |
| Annual return | 0.00% | 8.23%-8.2pp | 8.99%-9.0pp | 15.59%-15.6pp |
| Employer contribution / active EE | $0 | $43,293-100.0% | $25,171-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,134-100.0% | $1,134-100.0% | $21,009-100.0% |