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.
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 | $39,586 | $218,893-81.9% | $436,953-90.9% | $233,076-83.0% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -5.70% | -114.99%+109.3pp | -102.04%+96.3pp | -82.67%+77.0pp |
| Employer contribution / active EE | $19,444 | $39,361-50.6% | $36,232-46.3% | $43,771-55.6% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $151 | $11,759-98.7% | $12,721-98.8% | $11,204-98.7% |