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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $405,731-100.0% | $497,499-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 76.7%-76.7pp | 91.9%-91.9pp |
| Annual return | -3.36% | 4.30%-7.7pp | 95.41%-98.8pp | 4.30%-7.7pp |
| Employer contribution / active EE | $14,008 | $26,636-47.4% | $41,136-65.9% | $26,636-47.4% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $4,925-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $389-100.0% | $12,997-100.0% |