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 | $484,799-100.0% | $223,170-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 87.5%-87.5pp | 91.1%-91.1pp |
| Annual return | 2.02% | 5.95%-3.9pp | -4.91%+6.9pp | 5.95%-3.9pp |
| Employer contribution / active EE | $151,998 | $27,493+452.9% | $23,904+535.9% | $27,493+452.9% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $0 | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $104,760-100.0% | $18,209-100.0% |