Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | - | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 0.0%0pp | 13.5%-13.5pp |
| Annual return | -1.95% | 9.29%-11.2pp | 6.53%-8.5pp | 9.29%-11.2pp |
| Employer contribution / active EE | $7,728 | $15,168-49.1% | $36,884-79.0% | $15,168-49.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | - | $2,037-100.0% |