Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant 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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 10.97% | 8.68%+2.3pp | 15.31%-4.3pp | 22.81%-11.8pp |
| Employer contribution / active EE | $13,496 | $9,089+48.5% | $28,686-53.0% | $18,290-26.2% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |