Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -10.42% | -11.09%+0.7pp | -38.86%+28.4pp | -5.25%-5.2pp |
| Employer contribution / active EE | $30,323 | $16,800+80.5% | $37,756-19.7% | $15,161+100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |