Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $134,291 | $779,308-82.8% | $748,470-82.1% | $349,369-61.6% |
| Participation rate | 100.0% | 27.7%+72.3pp | 21.7%+78.3pp | 44.4%+55.6pp |
| Annual return | -12.96% | -0.99%-12.0pp | 0.46%-13.4pp | -14.65%+1.7pp |
| Employer contribution / active EE | $71,429 | $40,624+75.8% | $35,480+101.3% | $46,321+54.2% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |