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 | $87,199 | $206,041-57.7% | $201,416-56.7% | $338,137-74.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.9%+56.1pp |
| Annual return | 0.00% | 7.45%-7.5pp | 8.10%-8.1pp | 13.05%-13.0pp |
| Employer contribution / active EE | $87,199 | $34,701+151.3% | $28,661+204.2% | $37,647+131.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |