Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,120-100.0% | $298,592-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 44.5%-44.5pp | 14.6%-14.6pp |
| Annual return | -5.23% | -3.47%-1.8pp | -0.25%-5.0pp | 10.56%-15.8pp |
| Employer contribution / active EE | $9,062 | $12,028-24.7% | $39,776-77.2% | $13,643-33.6% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |