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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $131,914-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 53.8%-53.8pp | 12.4%-12.4pp |
| Annual return | 4.40% | 26.18%-21.8pp | 9.67%-5.3pp | 9.89%-5.5pp |
| Employer contribution / active EE | $2,933 | $9,213-68.2% | $33,327-91.2% | $14,313-79.5% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $497-100.0% | $9,084-100.0% |