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 | $52,729-100.0% | $176,816-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 39.2%-39.2pp | 12.6%-12.6pp |
| Annual return | 1.60% | 2.14%-0.5pp | 2.89%-1.3pp | 4.56%-3.0pp |
| Employer contribution / active EE | $9,770 | $14,663-33.4% | $39,831-75.5% | $15,526-37.1% |
| Participant deferral / active EE | $0 | $31-100.0% | $99-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $478-100.0% | $1,711-100.0% |