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 | $564,480-100.0% | $103,982-100.0% | $564,480-100.0% |
| Participation rate | 50.0% | 89.1%-39.1pp | 73.2%-23.2pp | 89.1%-39.1pp |
| Annual return | 0.00% | -14.07%+14.1pp | -12.88%+12.9pp | -14.07%+14.1pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $11,125-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $10,413-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $5,542-100.0% | $27,140-100.0% |