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 | $186,703-99.8% | $186,703-99.8% | $328,120-99.9% |
| Participation rate | 50.0% | 49.0%+1.0pp | 20.0%+30.0pp | 34.1%+15.9pp |
| Annual return | 0.00% | 8.41%-8.4pp | 8.93%-8.9pp | 13.02%-13.0pp |
| Employer contribution / active EE | $0 | $37,333-100.0% | $26,306-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $2,041-100.0% | $39,117-100.0% |