Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,889 | $42,548-95.6% | $74,549-97.5% | $56,287-96.6% |
| Participation rate | 69.0% | 60.5%+8.6pp | 69.1%-0.1pp | 69.9%-0.8pp |
| Annual return | -39.54% | 12.40%-51.9pp | 32.53%-72.1pp | -9.96%-29.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,260 | $2,277-44.7% | $3,108-59.5% | $3,350-62.4% |
| Admin fee / account holder | $101 | $467-78.4% | $5,059-98.0% | $521-80.6% |