Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,209-100.0% | $352,393-100.0% | $24,209-100.0% |
| Participation rate | 0.0% | 93.3%-93.3pp | 94.5%-94.5pp | 93.3%-93.3pp |
| Annual return | 5.04% | 3.91%+1.1pp | 2.44%+2.6pp | 3.91%+1.1pp |
| Employer contribution / active EE | $18,639 | $8,642+115.7% | $16,208+15.0% | $8,642+115.7% |
| Participant deferral / active EE | $0 | $960-100.0% | $3,380-100.0% | $960-100.0% |
| Admin fee / account holder | $0 | $1,157-100.0% | $17,307-100.0% | $1,157-100.0% |