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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 16.96% | 12.51%+4.4pp | 14.20%+2.8pp | 13.95%+3.0pp |
| Employer contribution / active EE | $36,279 | $17,557+106.6% | $27,968+29.7% | $16,598+118.6% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |