Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,540 | $75,923-66.4% | $102,460-75.1% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | -0.19% | 15.12%-15.3pp | 29.47%-29.7pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,056-100.0% | - |
| Admin fee / account holder | $0 | $11,449-100.0% | $9,460-100.0% | - |