Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,007,756-100.0% | $1,007,756-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 45.5%-45.5pp | 41.7%-41.7pp | 35.7%-35.7pp |
| Annual return | 10.27% | 6.04%+4.2pp | 6.09%+4.2pp | 15.19%-4.9pp |
| Employer contribution / active EE | $34,534 | $38,393-10.1% | $37,712-8.4% | $34,877-1.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $29,176-100.0% | $29,176-100.0% | $50,584-100.0% |