Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $192,455-100.0% | $192,455-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 32.0%-32.0pp | 27.6%-27.6pp | 47.3%-47.3pp |
| Annual return | 6.58% | 9.96%-3.4pp | 50.81%-44.2pp | 12.16%-5.6pp |
| Employer contribution / active EE | $7,936 | $48,404-83.6% | $42,739-81.4% | $44,747-82.3% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |