Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $74,745-100.0% | $116,667-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 33.4%-33.4pp | 8.4%-8.4pp |
| Annual return | 10.17% | 7.38%+2.8pp | 7.88%+2.3pp | 18.35%-8.2pp |
| Employer contribution / active EE | $11,854 | $7,541+57.2% | $39,100-69.7% | $14,669-19.2% |
| Participant deferral / active EE | $0 | $0 | $53-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $37,498-100.0% | $15,347-100.0% | $9,141-100.0% |