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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 4.77% | -3.04%+7.8pp | -0.73%+5.5pp | 15.59%-10.8pp |
| Employer contribution / active EE | $0 | $42,104-100.0% | $28,477-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $476-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |