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 | $134,556-100.0% | $134,556-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | 14.92% | 6.89%+8.0pp | 7.17%+7.7pp | 14.18%+0.7pp |
| Employer contribution / active EE | $28,748 | $31,644-9.2% | $29,386-2.2% | $33,339-13.8% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |