Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 2.81% | 10.98%-8.2pp | 18.06%-15.3pp | 12.16%-9.4pp |
| Employer contribution / active EE | $6,928 | $48,856-85.8% | $30,411-77.2% | $44,747-84.5% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |