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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | 8.81% | -0.41%+9.2pp | 4.95%+3.9pp | 13.05%-4.2pp |
| Employer contribution / active EE | $26,545 | $23,590+12.5% | $20,917+26.9% | $37,664-29.5% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |