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.
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 | $64,946 | $102,597-36.7% | $75,924-14.5% | $254,173-74.4% |
| Participation rate | 100.0% | 58.9%+41.1pp | 52.9%+47.1pp | 43.0%+57.0pp |
| Annual return | 0.00% | 5.74%-5.7pp | 6.78%-6.8pp | 259.17%-259.2pp |
| Employer contribution / active EE | $64,946 | $36,770+76.6% | $28,542+127.5% | $41,471+56.6% |
| Participant deferral / active EE | $0 | $558-100.0% | $763-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,502-100.0% |