Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,265-100.0% | $741,882-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 50.0%-50.0pp | 9.3%-9.3pp |
| Annual return | 10.19% | 9.76%+0.4pp | 7.16%+3.0pp | 9.76%+0.4pp |
| Employer contribution / active EE | $3,051 | $12,965-76.5% | $28,188-89.2% | $12,965-76.5% |
| Participant deferral / active EE | $0 | $143-100.0% | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,425-100.0% | $4,785-100.0% |