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 | $30,120-100.0% | $298,592-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 44.5%-44.5pp | 14.6%-14.6pp |
| Annual return | -7.49% | -3.47%-4.0pp | -0.25%-7.2pp | 10.56%-18.1pp |
| Employer contribution / active EE | $10,407 | $12,028-13.5% | $39,776-73.8% | $13,643-23.7% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |