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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 8.96% | 12.28%-3.3pp | 6.95%+2.0pp | 12.28%-3.3pp |
| Employer contribution / active EE | $64,790 | $34,589+87.3% | $9,867+556.6% | $34,589+87.3% |
| Participant deferral / active EE | $0 | $93-100.0% | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |