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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -0.47% | -2.03%+1.6pp | -2.90%+2.4pp | -7.14%+6.7pp |
| Employer contribution / active EE | $2,556 | $10,249-75.1% | $27,990-90.9% | $14,613-82.5% |
| Participant deferral / active EE | $1,738 | $47+3628.8% | $137+1168.5% | $60+2789.3% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |