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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $177,383-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 15.7%-15.7pp |
| Annual return | 0.04% | -2.30%+2.3pp | -0.48%+0.5pp | -7.14%+7.2pp |
| Employer contribution / active EE | $1,976 | $5,206-62.1% | $23,357-91.5% | $14,613-86.5% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $3,964-100.0% | $1,191-100.0% |