Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,420 | $46,332-19.2% | $143,799-74.0% | $64,819-42.3% |
| Participation rate | 38.7% | 64.2%-25.5pp | 80.3%-41.6pp | 71.5%-32.8pp |
| Annual return | 61.14% | -10.05%+71.2pp | -0.04%+61.2pp | 32.84%+28.3pp |
| Employer contribution / active EE | $1,412 | $1,911-26.1% | $4,952-71.5% | $2,507-43.7% |
| Participant deferral / active EE | $2,829 | $2,647+6.9% | $5,638-49.8% | $4,311-34.4% |
| Admin fee / account holder | $132 | $154-14.3% | $14,677-99.1% | $188-29.8% |