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 | $282,126-100.0% | $282,126-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 41.9%-41.9pp | 43.0%-43.0pp |
| Annual return | 10.19% | 1315.74%-1305.6pp | 1087.39%-1077.2pp | 259.17%-249.0pp |
| Employer contribution / active EE | $30,390 | $46,882-35.2% | $42,245-28.1% | $41,471-26.7% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,502-100.0% |