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 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -6.25% | -41.92%+35.7pp | -38.86%+32.6pp | -14.65%+8.4pp |
| Employer contribution / active EE | $39,472 | $40,095-1.6% | $37,752+4.6% | $46,321-14.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |