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 | $95,044-100.0% | $274,299-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.8%-39.8pp | 8.4%-8.4pp |
| Annual return | 10.61% | 11.73%-1.1pp | 8.84%+1.8pp | 18.35%-7.7pp |
| Employer contribution / active EE | $5,881 | $11,753-50.0% | $67,498-91.3% | $14,669-59.9% |
| Participant deferral / active EE | $0 | $177-100.0% | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $46,528-100.0% | $9,141-100.0% |