Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $468,795-100.0% | - | $468,795-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | - | 85.1%-85.1pp |
| Annual return | 8.37% | 39.95%-31.6pp | -28.84%+37.2pp | 39.95%-31.6pp |
| Employer contribution / active EE | $14,047 | $28,085-50.0% | $9,690+45.0% | $28,085-50.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $0 | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | - | $8,110-100.0% |