Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.9%-43.9pp |
| Annual return | 1.97% | 6.79%-4.8pp | 7.19%-5.2pp | 13.05%-11.1pp |
| Employer contribution / active EE | $19,727 | $39,571-50.1% | $35,860-45.0% | $37,651-47.6% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,074-100.0% |