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.
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 | $41,267 | $181,896-77.3% | $156,551-73.6% | $273,972-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.27% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $22,619 | $6,248+262.0% | $5,501+311.2% | $4,869+364.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $214 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |