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.
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 | $22,428 | $51,466-56.4% | $78,778-71.5% | $62,293-64.0% |
| Participation rate | 23.6% | 59.8%-36.2pp | 69.2%-45.6pp | 69.5%-45.9pp |
| Annual return | 37.07% | 19.96%+17.1pp | 35.62%+1.5pp | 28.90%+8.2pp |
| Employer contribution / active EE | $640 | $827-22.6% | $1,986-67.8% | $2,042-68.7% |
| Participant deferral / active EE | $1,257 | $2,147-41.5% | $2,958-57.5% | $3,169-60.3% |
| Admin fee / account holder | $6 | $489-98.8% | $5,134-99.9% | $479-98.8% |