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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,581-100.0% | $14,339-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 17.0%-17.0pp | 12.6%-12.6pp |
| Annual return | 3.59% | -1.65%+5.2pp | 1.15%+2.4pp | 4.56%-1.0pp |
| Employer contribution / active EE | $23,625 | $13,303+77.6% | $26,339-10.3% | $15,526+52.2% |
| Participant deferral / active EE | $0 | $273-100.0% | $178-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $10,769-100.0% | $3,605-100.0% | $1,711-100.0% |