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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.3%-8.3pp | 0.0%0pp |
| Annual return | 6.46% | 10.77%-4.3pp | 9.71%-3.2pp | 10.77%-4.3pp |
| Employer contribution / active EE | $1,064 | $15,292-93.0% | $21,536-95.1% | $15,292-93.0% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $42-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |