Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $81,675-100.0% | $81,675-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 60.0%-60.0pp | 31.0%-31.0pp |
| Annual return | 5.16% | 11.62%-6.5pp | 11.42%-6.3pp | 14.18%-9.0pp |
| Employer contribution / active EE | $49,386 | $36,177+36.5% | $33,172+48.9% | $33,339+48.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $37-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $17,688-100.0% |