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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,745-100.0% | $337,745-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 53.6%-53.6pp | 44.1%-44.1pp | 55.8%-55.8pp |
| Annual return | 18.52% | 9.53%+9.0pp | 9.57%+8.9pp | 24.44%-5.9pp |
| Employer contribution / active EE | $45,642 | $44,170+3.3% | $39,758+14.8% | $41,348+10.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,013-100.0% |