Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,578-100.0% | $336,625-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 51.5%-51.5pp | 13.0%-13.0pp |
| Annual return | 4.23% | 11.08%-6.9pp | 10.36%-6.1pp | 13.59%-9.4pp |
| Employer contribution / active EE | $6,282 | $12,253-48.7% | $52,561-88.0% | $14,592-57.0% |
| Participant deferral / active EE | $0 | $157-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $47-100.0% | $7,349-100.0% | $29,657-100.0% |