Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $297,102-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 27.76% | 10.61%+17.2pp | 7.91%+19.9pp | 10.61%+17.2pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $29,328-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $17-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $10,077-100.0% | - |