Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,742 | $110,547-54.1% | $102,492-50.5% | $338,137-85.0% |
| Participation rate | 100.0% | 17.2%+82.8pp | 12.2%+87.8pp | 43.9%+56.1pp |
| Annual return | 3.51% | 3.49%0pp | 5.16%-1.6pp | 13.05%-9.5pp |
| Employer contribution / active EE | $25,000 | $33,977-26.4% | $26,459-5.5% | $37,647-33.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $79-100.0% | $49-100.0% |
| Admin fee / account holder | $10 | $22,109-100.0% | $16,625-99.9% | $30,946-100.0% |