Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $231,535-100.0% | $231,535-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 45.5%-45.5pp | 35.7%-35.7pp |
| Annual return | 6.03% | 12.59%-6.6pp | 12.92%-6.9pp | 15.19%-9.2pp |
| Employer contribution / active EE | $0 | $27,595-100.0% | $24,425-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $1,813 | $19+9382.0% | $18+9889.9% | $86+2018.1% |
| Admin fee / account holder | $0 | $262,349-100.0% | $262,349-100.0% | $50,584-100.0% |