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 | $463,922-100.0% | $463,922-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.6%-17.6pp | 46.4%-46.4pp |
| Annual return | 1.24% | 102.70%-101.5pp | 60.62%-59.4pp | -82.67%+83.9pp |
| Employer contribution / active EE | $0 | $92,270-100.0% | $61,657-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $356-100.0% | $288-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23-100.0% | $23-100.0% | $11,204-100.0% |