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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $138,393-100.0% | $184,256-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.7%-67.7pp |
| Annual return | 24.56% | 20.01%+4.5pp | 28.85%-4.3pp | 35.67%-11.1pp |
| Employer contribution / active EE | $8,645 | $4,847+78.3% | $6,427+34.5% | $2,757+213.6% |
| Participant deferral / active EE | $3,651 | $7,076-48.4% | $9,133-60.0% | $4,300-15.1% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |