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 | $85,032 | $204,494-58.4% | $358,154-76.3% | $237,064-64.1% |
| Participation rate | 100.0% | 39.7%+60.3pp | 37.4%+62.6pp | 45.6%+54.4pp |
| Annual return | 0.00% | 2.15%-2.1pp | 2.24%-2.2pp | 4.16%-4.2pp |
| Employer contribution / active EE | $85,032 | $53,629+58.6% | $54,559+55.9% | $42,918+98.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |