Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 0.00% | 4.44%-4.4pp | 4.16%-4.2pp | 4.16%-4.2pp |
| Employer contribution / active EE | $24,500 | $38,002-35.5% | $29,966-18.2% | $42,918-42.9% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |