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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $328,890-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 18.6%-18.6pp |
| Annual return | 5.97% | 10.11%-4.1pp | 8.43%-2.5pp | 9.77%-3.8pp |
| Employer contribution / active EE | $56,483 | $17,214+228.1% | $29,249+93.1% | $13,890+306.6% |
| Participant deferral / active EE | $0 | $36-100.0% | $13-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,081-100.0% | $2,893-100.0% |