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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 11.30% | 9.33%+2.0pp | 10.66%+0.6pp | 10.21%+1.1pp |
| Employer contribution / active EE | $42,857 | $36,456+17.6% | $30,880+38.8% | $42,272+1.4% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |