Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $131,914-100.0% | $131,914-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 53.8%-53.8pp | 55.9%-55.9pp |
| Annual return | 7.49% | 8.52%-1.0pp | 9.67%-2.2pp | 24.44%-16.9pp |
| Employer contribution / active EE | $23,077 | $35,790-35.5% | $33,327-30.8% | $41,344-44.2% |
| Participant deferral / active EE | $0 | $58-100.0% | $54-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $497-100.0% | $497-100.0% | $22,013-100.0% |