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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | -2.20% | 4.97%-7.2pp | 4.74%-6.9pp | 4.56%-6.8pp |
| Employer contribution / active EE | $12,375 | $17,970-31.1% | $46,220-73.2% | $15,526-20.3% |
| Participant deferral / active EE | $2,753 | $141+1857.3% | $248+1011.8% | $97+2752.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |