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 | $40,296 | $183,627-78.1% | $155,602-74.1% | $145,978-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.15% | 61.32%-38.2pp | 64.81%-41.7pp | 550.52%-527.4pp |
| Employer contribution / active EE | $6,467 | $5,316+21.7% | $4,675+38.3% | $4,662+38.7% |
| Participant deferral / active EE | $4,351 | $6,466-32.7% | $5,629-22.7% | $6,690-35.0% |
| Admin fee / account holder | $261 | $19,327-98.7% | $15,923-98.4% | $13,400-98.1% |