Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,077 | $337,865-75.1% | $346,182-75.7% | $254,542-67.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 4.58% | 12.82%-8.2pp | 13.48%-8.9pp | 12.16%-7.6pp |
| Employer contribution / active EE | $45,330 | $49,622-8.7% | $47,067-3.7% | $44,747+1.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $25 | $14,867-99.8% | $14,572-99.8% | $17,640-99.9% |