Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $541,735-100.0% | $541,735-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 50.0%-50.0pp | 34.7%-34.7pp |
| Annual return | 7.53% | 6.82%+0.7pp | 7.50%0pp | 12.28%-4.7pp |
| Employer contribution / active EE | $17,500 | $35,231-50.3% | $33,114-47.2% | $34,589-49.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $47,656-100.0% |