Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $541,735-100.0% | $541,735-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 42.9%-42.9pp | 35.7%-35.7pp |
| Annual return | 1.05% | 6.72%-5.7pp | 8.33%-7.3pp | 15.19%-14.1pp |
| Employer contribution / active EE | $1,735 | $41,535-95.8% | $38,979-95.6% | $34,877-95.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $50,584-100.0% |