Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $337,579-100.0% | $268,191-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 92.3%-92.3pp | 87.6%-87.6pp | 93.5%-93.5pp |
| Annual return | -0.70% | -3.50%+2.8pp | -5.54%+4.8pp | -4.71%+4.0pp |
| Employer contribution / active EE | $11,827 | $19,140-38.2% | $17,350-31.8% | $25,782-54.1% |
| Participant deferral / active EE | $0 | $2,514-100.0% | $2,151-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $3,454-100.0% | $10,647-100.0% |