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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | -1.85% | 4.39%-6.2pp | 4.07%-5.9pp | 4.56%-6.4pp |
| Employer contribution / active EE | $5,142 | $12,633-59.3% | $36,235-85.8% | $15,526-66.9% |
| Participant deferral / active EE | $51 | $7+593.1% | $215-76.5% | $97-47.5% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |