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 | $83,441 | $168,635-50.5% | $147,617-43.5% | $125,389-33.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 9.53% | 77.65%-68.1pp | 61.98%-52.5pp | 282.24%-272.7pp |
| Employer contribution / active EE | $1,986 | $6,252-68.2% | $5,564-64.3% | $4,866-59.2% |
| Participant deferral / active EE | $6,075 | $5,507+10.3% | $4,895+24.1% | $5,352+13.5% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |