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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $15,289-100.0% | $15,289-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 46.4%-46.4pp |
| Annual return | -5.82% | -5.40%-0.4pp | -4.45%-1.4pp | -82.67%+76.8pp |
| Employer contribution / active EE | $11,028 | $45,073-75.5% | $36,974-70.2% | $43,771-74.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $103-100.0% |
| Admin fee / account holder | $0 | $740-100.0% | $740-100.0% | $11,204-100.0% |