Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $893,103-100.0% | $893,103-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 58.4%-58.4pp | 35.7%-35.7pp |
| Annual return | 14.08% | 10.32%+3.8pp | 10.59%+3.5pp | 15.19%-1.1pp |
| Employer contribution / active EE | $6,667 | $36,556-81.8% | $33,926-80.3% | $34,877-80.9% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |