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 | $104,795-100.0% | $104,795-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 8.73% | 12.50%-3.8pp | 12.12%-3.4pp | 15.59%-6.9pp |
| Employer contribution / active EE | $10,357 | $36,503-71.6% | $33,582-69.2% | $33,256-68.9% |
| Participant deferral / active EE | $52 | $0+14600.0% | $0+15300.0% | $83-36.8% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $21,009-100.0% |