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 | $25,915 | $55,453-53.3% | $170,439-84.8% | $62,293-58.4% |
| Participation rate | 19.4% | 66.4%-47.0pp | 83.6%-64.2pp | 69.5%-50.1pp |
| Annual return | 17.31% | 21.38%-4.1pp | 205.94%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $411 | $2,164-81.0% | $5,433-92.4% | $2,042-79.9% |
| Participant deferral / active EE | $711 | $2,303-69.1% | $4,939-85.6% | $3,169-77.6% |
| Admin fee / account holder | $120 | $455-73.6% | $13,881-99.1% | $479-74.9% |