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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | 0.44% | -0.83%+1.3pp | -0.81%+1.3pp | -7.14%+7.6pp |
| Employer contribution / active EE | $10,581 | $16,035-34.0% | $38,425-72.5% | $14,613-27.6% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |