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 | $136,833-100.0% | $105,290-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 13.5%-13.5pp | 35.7%-35.7pp |
| Annual return | 8.04% | 80.57%-72.5pp | 64.50%-56.5pp | 15.19%-7.1pp |
| Employer contribution / active EE | $11,319 | $26,460-57.2% | $23,990-52.8% | $34,877-67.5% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $50,584-100.0% |