Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,265-100.0% | $186,703-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 9.3%-9.3pp |
| Annual return | 11.75% | 13.56%-1.8pp | 8.93%+2.8pp | 9.76%+2.0pp |
| Employer contribution / active EE | $6,556 | $9,796-33.1% | $26,306-75.1% | $12,965-49.4% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,041-100.0% | $4,785-100.0% |