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 | $95,556 | $344,842-72.3% | $334,005-71.4% | $338,137-71.7% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 4.82% | 10.03%-5.2pp | 9.83%-5.0pp | 13.05%-8.2pp |
| Employer contribution / active EE | $50,000 | $31,899+56.7% | $30,308+65.0% | $37,647+32.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $185 | $60,407-99.7% | $53,840-99.7% | $30,946-99.4% |