Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | - | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 0.0%0pp | 15.7%-15.7pp |
| Annual return | -2.83% | -7.14%+4.3pp | -1.50%-1.3pp | -7.14%+4.3pp |
| Employer contribution / active EE | $2,966 | $14,613-79.7% | $18,142-83.6% | $14,613-79.7% |
| Participant deferral / active EE | $0 | $60-100.0% | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | - | $1,191-100.0% |