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 | $459,402-100.0% | $411,083-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 38.9%-38.9pp | 30.8%-30.8pp | 43.0%-43.0pp |
| Annual return | 14.84% | 5.05%+9.8pp | 5.50%+9.3pp | 259.17%-244.3pp |
| Employer contribution / active EE | $0 | $35,260-100.0% | $28,518-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $871-100.0% | $818-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,281-100.0% | $7,663-100.0% | $21,502-100.0% |