Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,458-100.0% | $68,458-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 10.1%-10.1pp | 46.4%-46.4pp |
| Annual return | -4.60% | -0.13%-4.5pp | -0.87%-3.7pp | -82.67%+78.1pp |
| Employer contribution / active EE | $53,333 | $29,094+83.3% | $21,826+144.4% | $43,771+21.8% |
| Participant deferral / active EE | $0 | $764-100.0% | $656-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $165-100.0% | $165-100.0% | $11,204-100.0% |