Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $343,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 12.4%-12.4pp |
| Annual return | 2.51% | 7.36%-4.9pp | 16.99%-14.5pp | 9.89%-7.4pp |
| Employer contribution / active EE | $7,042 | $5,810+21.2% | $26,485-73.4% | $14,313-50.8% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |