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.
Sign up free to preview 1 actuary disclosure
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $343,683-100.0% | $333,750-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 48.6%-48.6pp | 44.4%-44.4pp |
| Annual return | 3.88% | -9.47%+13.3pp | -9.60%+13.5pp | -14.65%+18.5pp |
| Employer contribution / active EE | $0 | $58,413-100.0% | $56,630-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,582-100.0% |