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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $232,077-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 8.67% | 8.73%-0.1pp | 12.61%-3.9pp | 8.73%-0.1pp |
| Employer contribution / active EE | $4,146 | $14,479-71.4% | $25,149-83.5% | $14,479-71.4% |
| Participant deferral / active EE | $0 | $665-100.0% | $22-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $271,923-100.0% | - |