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 | $105,260-100.0% | $105,260-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 34.5%-34.5pp | 21.7%-21.7pp | 45.9%-45.9pp |
| Annual return | 7.92% | 8.44%-0.5pp | 9.21%-1.3pp | 10.21%-2.3pp |
| Employer contribution / active EE | $7,447 | $42,612-82.5% | $35,088-78.8% | $42,272-82.4% |
| Participant deferral / active EE | $0 | $136-100.0% | $163-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $4,019-100.0% | $4,019-100.0% | $13,518-100.0% |