Sign up free to preview peer percentile detail
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 10.29% | 7.37%+2.9pp | 9.14%+1.2pp | 9.77%+0.5pp |
| Employer contribution / active EE | $23,614 | $11,180+111.2% | $21,225+11.3% | $13,890+70.0% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |