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 | $280,515-100.0% | $278,735-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | -3.21% | -5.15%+1.9pp | -5.00%+1.8pp | -1.59%-1.6pp |
| Employer contribution / active EE | $28,761 | $38,407-25.1% | $38,789-25.9% | $33,160-13.3% |
| Participant deferral / active EE | $0 | $15,622-100.0% | $15,064-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $8,605-100.0% | $8,885-100.0% | $9,535-100.0% |