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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 4.49% | 7.09%-2.6pp | 64.50%-60.0pp | 10.77%-6.3pp |
| Employer contribution / active EE | $7,387 | $8,768-15.7% | $23,990-69.2% | $15,292-51.7% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |