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 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 3.26% | 8.40%-5.1pp | 10.53%-7.3pp | 13.05%-9.8pp |
| Employer contribution / active EE | $17,966 | $31,408-42.8% | $26,797-33.0% | $37,664-52.3% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |