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 | $28,880 | $198,462-85.4% | $170,439-83.1% | $147,585-80.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.38% | 257.30%-234.9pp | 205.94%-183.6pp | 578.58%-556.2pp |
| Employer contribution / active EE | $1,525 | $6,184-75.3% | $5,433-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $3,184 | $5,629-43.4% | $4,939-35.5% | $5,439-41.4% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |