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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $311,837-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 13.91% | 10.56%+3.3pp | 4677.09%-4663.2pp | 10.56%+3.3pp |
| Employer contribution / active EE | $610 | $13,643-95.5% | $49,501-98.8% | $13,643-95.5% |
| Participant deferral / active EE | $0 | $62-100.0% | $312-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | - | $3,354-100.0% |