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 | $202,342-100.0% | $172,753-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 13.37% | 1029.88%-1016.5pp | 803.00%-789.6pp | 345.46%-332.1pp |
| Employer contribution / active EE | $3,743 | $5,857-36.1% | $5,144-27.2% | $4,764-21.4% |
| Participant deferral / active EE | $6,632 | $5,948+11.5% | $5,198+27.6% | $5,851+13.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |