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 | $196,569-100.0% | $110,417-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 52.7%-52.7pp | 31.0%-31.0pp |
| Annual return | 5.19% | 2.50%+2.7pp | 4.76%+0.4pp | 14.18%-9.0pp |
| Employer contribution / active EE | $647 | $28,129-97.7% | $19,766-96.7% | $33,339-98.1% |
| Participant deferral / active EE | $0 | $392-100.0% | $761-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $17,688-100.0% |