Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $68,458-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 14.6%-14.6pp |
| Annual return | -3.74% | -2.95%-0.8pp | -0.87%-2.9pp | 10.56%-14.3pp |
| Employer contribution / active EE | $392 | $6,884-94.3% | $21,826-98.2% | $13,643-97.1% |
| Participant deferral / active EE | $0 | $0 | $656-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $165-100.0% | $3,354-100.0% |