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.
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 | $18,333 | $185,887-90.1% | $179,823-89.8% | $330,599-94.5% |
| Participation rate | 92.3% | 61.6%+30.7pp | 42.1%+50.2pp | 43.7%+48.6pp |
| Annual return | 0.00% | 174.20%-174.2pp | 148.78%-148.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $16,923 | $30,844-45.1% | $26,858-37.0% | $37,664-55.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |