Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $241,321-100.0% | $233,038-100.0% | $484,799-100.0% |
| Participation rate | 25.0% | 83.2%-58.2pp | 76.1%-51.1pp | 91.1%-66.1pp |
| Annual return | 0.00% | 0.12%-0.1pp | 2.25%-2.2pp | 5.95%-5.9pp |
| Employer contribution / active EE | $0 | $5,818-100.0% | $5,162-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $3,592-100.0% | $3,018-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $21,151-100.0% | $20,161-100.0% | $18,209-100.0% |