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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,019 | $165,381-22.0% | $149,730-13.8% | $158,966-18.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.67% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $4,143 | $5,104-18.8% | $4,645-10.8% | $4,762-13.0% |
| Participant deferral / active EE | $18,010 | $7,182+150.8% | $6,843+163.2% | $5,983+201.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |