Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $483,246-100.0% | $738,328-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.7%-93.7pp | 100.0%-100.0pp | 93.7%-93.7pp |
| Annual return | 6.55% | 24.97%-18.4pp | 10.81%-4.3pp | 24.97%-18.4pp |
| Employer contribution / active EE | $30,740 | $28,334+8.5% | $27,302+12.6% | $28,334+8.5% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $10,228-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $24,602-100.0% | $20,852-100.0% |