Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $113,800-100.0% | $104,068-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 52.6%-52.6pp | 44.4%-44.4pp |
| Annual return | -3.19% | -9.74%+6.5pp | -10.12%+6.9pp | -14.65%+11.5pp |
| Employer contribution / active EE | $238,068 | $52,677+351.9% | $47,166+404.7% | $46,321+414.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,582-100.0% |