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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,728-100.0% | $618,728-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 37.8%-37.8pp | 27.7%-27.7pp |
| Annual return | 10.18% | 2.43%+7.8pp | 2.61%+7.6pp | 15.59%-5.4pp |
| Employer contribution / active EE | $50,000 | $37,377+33.8% | $36,531+36.9% | $33,256+50.3% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |