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 | $430,769-100.0% | $227,127-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 79.4%-79.4pp | 90.6%-90.6pp |
| Annual return | 0.01% | 10.77%-10.8pp | -0.24%+0.3pp | 10.77%-10.8pp |
| Employer contribution / active EE | $7,747 | $26,022-70.2% | $28,293-72.6% | $26,022-70.2% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $32-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $2,482-100.0% | $18,309-100.0% |