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 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | 0.00% | 0.91%-0.9pp | 4.64%-4.6pp | 4.16%-4.2pp |
| Employer contribution / active EE | $23,077 | $49,989-53.8% | $35,349-34.7% | $42,918-46.2% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |