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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 9.1%-9.1pp | 34.7%-34.7pp |
| Annual return | -33.53% | 3.67%-37.2pp | 8.97%-42.5pp | 12.28%-45.8pp |
| Employer contribution / active EE | $0 | $30,018-100.0% | $21,090-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |