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 | $52,729-100.0% | $16,905-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 16.7%-16.7pp | 12.6%-12.6pp |
| Annual return | 5.39% | 4.56%+0.8pp | 2.70%+2.7pp | 4.56%+0.8pp |
| Employer contribution / active EE | $9,556 | $15,526-38.5% | $23,479-59.3% | $15,526-38.5% |
| Participant deferral / active EE | $0 | $97-100.0% | $1,103-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $724-100.0% | $1,711-100.0% |