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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,935-100.0% | $385,693-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 84.6%-84.6pp | - |
| Annual return | 5.03% | 22.48%-17.5pp | 13.98%-9.0pp | - |
| Employer contribution / active EE | $0 | $0 | $29,699-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $8,397-100.0% | - |
| Admin fee / account holder | $0 | $196,552-100.0% | $1,136-100.0% | - |