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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.3%-9.3pp |
| Annual return | 15.68% | 7.51%+8.2pp | 13.13%+2.5pp | 9.76%+5.9pp |
| Employer contribution / active EE | $8 | $8,831-99.9% | $16,548-100.0% | $12,965-99.9% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |