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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $114,230-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.5%-62.5pp | 0.0%0pp |
| Annual return | 20.60% | 11.12%+9.5pp | 15.66%+4.9pp | 11.12%+9.5pp |
| Employer contribution / active EE | $11,389 | $8,521+33.7% | $8,491+34.1% | $8,521+33.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $4,121-100.0% | $13-100.0% |
| Admin fee / account holder | $0 | $0 | $297-100.0% | - |