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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -4.20% | -2.05%-2.2pp | -2.13%-2.1pp | -2.16%-2.0pp |
| Employer contribution / active EE | $89,667 | $44,216+102.8% | $34,127+162.7% | $42,949+108.8% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |