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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,903 | $92,743-96.9% | $82,744-96.5% | $134,532-97.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.29% | 946.63%-948.9pp | 702.22%-704.5pp | 418.27%-420.6pp |
| Employer contribution / active EE | $1,355 | $3,273-58.6% | $3,008-55.0% | $4,741-71.4% |
| Participant deferral / active EE | $1,536 | $4,802-68.0% | $4,395-65.0% | $6,401-76.0% |
| Admin fee / account holder | $159 | $5,977-97.3% | $5,325-97.0% | $11,429-98.6% |