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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $264,156-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | - |
| Annual return | -4.84% | 15.23%-20.1pp | 4.74%-9.6pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $46,220-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $248-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $12,050-100.0% | - |