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 | $56,382 | $212,469-73.5% | $477,209-88.2% | $254,173-77.8% |
| Participation rate | 100.0% | 29.4%+70.6pp | 10.2%+89.8pp | 43.0%+57.0pp |
| Annual return | 11.35% | -14.68%+26.0pp | -2.84%+14.2pp | 259.17%-247.8pp |
| Employer contribution / active EE | $10,357 | $47,728-78.3% | $33,329-68.9% | $41,471-75.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |