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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,468-100.0% | $83,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.9%-77.9pp | 48.7%-48.7pp |
| Annual return | 30.04% | -0.06%+30.1pp | -0.37%+30.4pp | -2.16%+32.2pp |
| Employer contribution / active EE | $96,050 | $33,795+184.2% | $27,460+249.8% | $42,949+123.6% |
| Participant deferral / active EE | $0 | $923-100.0% | $1,021-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,305-100.0% | $3,063-100.0% | $12,572-100.0% |