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 | $468,795-100.0% | $468,815-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 85.7%-85.7pp | 85.1%-85.1pp |
| Annual return | 8.99% | 39.95%-31.0pp | 6.47%+2.5pp | 39.95%-31.0pp |
| Employer contribution / active EE | $13,784 | $28,085-50.9% | $45,376-69.6% | $28,085-50.9% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $10,236-100.0% | $8,110-100.0% |