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.
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 | $0 | $134,556-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 0.0%0pp |
| Annual return | 3.21% | 10.08%-6.9pp | 8.50%-5.3pp | 10.08%-6.9pp |
| Employer contribution / active EE | $10,105 | $15,414-34.4% | $29,758-66.0% | $15,414-34.4% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $538-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $8,606-100.0% | - |