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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 5.29% | 9.77%-4.5pp | 0.35%+4.9pp | 9.77%-4.5pp |
| Employer contribution / active EE | $12,296 | $13,890-11.5% | $37,220-67.0% | $13,890-11.5% |
| Participant deferral / active EE | $1,946 | $102+1812.6% | $163+1097.3% | $102+1812.6% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |