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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 9.23% | 15.85%-6.6pp | 19.25%-10.0pp | 15.19%-6.0pp |
| Employer contribution / active EE | $18,242 | $32,494-43.9% | $28,682-36.4% | $34,877-47.7% |
| Participant deferral / active EE | $0 | $40-100.0% | $55-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |