Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $131,914-100.0% | $131,914-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 53.8%-53.8pp | 55.9%-55.9pp |
| Annual return | 2.95% | 8.52%-5.6pp | 9.67%-6.7pp | 24.44%-21.5pp |
| Employer contribution / active EE | $21,750 | $35,790-39.2% | $33,327-34.7% | $41,344-47.4% |
| Participant deferral / active EE | $0 | $58-100.0% | $54-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $497-100.0% | $497-100.0% | $22,013-100.0% |