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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 14.82% | 9.28%+5.5pp | 8.95%+5.9pp | 14.18%+0.6pp |
| Employer contribution / active EE | $25,769 | $32,268-20.1% | $31,121-17.2% | $33,339-22.7% |
| Participant deferral / active EE | $0 | $0 | $25-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |