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 | $0 | $167,533-100.0% | $151,645-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | 6.53% | 7.81%-1.3pp | 3.34%+3.2pp | 418.37%-411.8pp |
| Employer contribution / active EE | $7,032 | $6,828+3.0% | $6,165+14.1% | $4,742+48.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |