Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $534,210-100.0% | $589,148-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 78.9%-78.9pp | 89.6%-89.6pp |
| Annual return | 3.70% | 10.40%-6.7pp | 4.37%-0.7pp | 10.40%-6.7pp |
| Employer contribution / active EE | $177,610 | $19,440+813.6% | $34,823+410.0% | $19,440+813.6% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $7,344-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $16,101-100.0% | $14,821-100.0% |