Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,553 | $162,281-68.8% | $362,723-86.1% | $254,542-80.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 37.9%+62.1pp | 47.3%+52.7pp |
| Annual return | 11.58% | 10.22%+1.4pp | 10.56%+1.0pp | 12.16%-0.6pp |
| Employer contribution / active EE | $16,522 | $37,392-55.8% | $30,199-45.3% | $44,747-63.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |