Sign up free to preview peer percentile detail
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $282,424-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 27.9%-27.9pp | 2.9%-2.9pp |
| Annual return | 12.41% | 8.39%+4.0pp | 3.87%+8.5pp | 8.39%+4.0pp |
| Employer contribution / active EE | $2,123 | $18,340-88.4% | $28,590-92.6% | $18,340-88.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $13-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,735-100.0% | $200-100.0% |