Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $599,428-100.0% | $599,428-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 91.7%-91.7pp | 91.7%-91.7pp | 89.6%-89.6pp |
| Annual return | 0.00% | 12.58%-12.6pp | 12.75%-12.7pp | 10.40%-10.4pp |
| Employer contribution / active EE | $30,000 | $13,174+127.7% | $12,754+135.2% | $19,440+54.3% |
| Participant deferral / active EE | $0 | $23,703-100.0% | $23,703-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $10,494-100.0% | $10,494-100.0% | $14,821-100.0% |