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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $617,181 | $202,342+205.0% | $172,753+257.3% | $152,909+303.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.82% | 1029.88%-1019.1pp | 803.00%-792.2pp | 345.46%-334.6pp |
| Employer contribution / active EE | $8,903 | $5,857+52.0% | $5,144+73.1% | $4,764+86.9% |
| Participant deferral / active EE | $13,041 | $5,948+119.2% | $5,198+150.9% | $5,851+122.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |