Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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% | $295,226-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 12.6%-12.6pp |
| Annual return | 6.05% | 4.21%+1.8pp | 4.64%+1.4pp | 4.56%+1.5pp |
| Employer contribution / active EE | $3,623 | $12,288-70.5% | $35,349-89.8% | $15,526-76.7% |
| Participant deferral / active EE | $0 | $115-100.0% | $461-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $343,074-100.0% | $1,711-100.0% |