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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $310,255 | $100,279+209.4% | $81,353+281.4% | $145,884+112.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.35% | 34.49%-28.1pp | 24.82%-18.5pp | 551.85%-545.5pp |
| Employer contribution / active EE | $2,256 | $2,979-24.3% | $2,464-8.4% | $4,662-51.6% |
| Participant deferral / active EE | $15,000 | $4,611+225.3% | $3,885+286.1% | $6,690+124.2% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |