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.
Participant contribution per participant 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 | $292,818 | $289,147+1.3% | $292,8180% | $289,147+1.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 100.0%0pp | 80.8%+19.2pp |
| Annual return | 5.82% | 12.61%-6.8pp | 5.82%0pp | 12.61%-6.8pp |
| Employer contribution / active EE | $5,825 | $13,617-57.2% | $5,8250% | $13,617-57.2% |
| Participant deferral / active EE | $1 | $5,372-100.0% | $10% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $0 | $23,026-100.0% |