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 | $74,241 | $206,041-64.0% | $201,416-63.1% | $330,599-77.5% |
| Participation rate | 81.0% | 56.3%+24.7pp | 32.7%+48.2pp | 43.7%+37.3pp |
| Annual return | 7.96% | 7.46%+0.5pp | 8.10%-0.1pp | 13.05%-5.1pp |
| Employer contribution / active EE | $27,190 | $34,689-21.6% | $28,649-5.1% | $37,664-27.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |