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 | $369,662-100.0% | $366,691-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 91.0%-91.0pp | 89.1%-89.1pp | 90.6%-90.6pp |
| Annual return | 1.98% | 4.14%-2.2pp | 4.33%-2.4pp | 10.77%-8.8pp |
| Employer contribution / active EE | $20,780 | $20,741+0.2% | $20,650+0.6% | $26,022-20.1% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $28,289-100.0% | $27,257-100.0% | $18,309-100.0% |