Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,578,824-100.0% | $2,578,824-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 33.3%-33.3pp | 27.7%-27.7pp |
| Annual return | 12.76% | 1.23%+11.5pp | 1.41%+11.4pp | 15.59%-2.8pp |
| Employer contribution / active EE | $50,579 | $27,750+82.3% | $26,835+88.5% | $33,256+52.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $24,997-100.0% | $24,997-100.0% | $21,009-100.0% |