Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,147-100.0% | $398,943-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 68.8%-68.8pp | 80.8%-80.8pp |
| Annual return | 11.46% | 12.61%-1.2pp | 12.10%-0.6pp | 12.61%-1.2pp |
| Employer contribution / active EE | $75,113 | $13,617+451.6% | $17,661+325.3% | $13,617+451.6% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $1,610-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $1,706-100.0% | $23,026-100.0% |