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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,814-100.0% | $198,814-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 75.0%-75.0pp | 80.8%-80.8pp |
| Annual return | 13.41% | 15.34%-1.9pp | 12.03%+1.4pp | 12.61%+0.8pp |
| Employer contribution / active EE | $15,072 | $13,041+15.6% | $13,041+15.6% | $13,617+10.7% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $10,102-100.0% | $10,102-100.0% | $23,026-100.0% |