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 | $242,994 | $88,815+173.6% | $81,882+196.8% | $145,897+66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.52% | 1033.75%-1013.2pp | 779.47%-759.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $16,403 | $3,086+431.5% | $2,916+462.5% | $4,663+251.8% |
| Participant deferral / active EE | $12,224 | $4,647+163.0% | $4,323+182.8% | $6,689+82.7% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |