Sign up free to preview peer percentile detail
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $541,860-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 33.3%-33.3pp | 2.1%-2.1pp |
| Annual return | 3.31% | 9.16%-5.9pp | 7.71%-4.4pp | 9.16%-5.9pp |
| Employer contribution / active EE | $8,965 | $19,955-55.1% | $39,519-77.3% | $19,955-55.1% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $120-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $47,135-100.0% | $200-100.0% |