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 | $21,944 | $38,595-43.1% | $80,004-72.6% | $52,331-58.1% |
| Participation rate | 65.3% | 64.5%+0.8pp | 73.0%-7.7pp | 68.1%-2.8pp |
| Annual return | -0.70% | 2.04%-2.7pp | 7.63%-8.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $591 | $1,133-47.8% | $2,473-76.1% | $1,882-68.6% |
| Participant deferral / active EE | $3,933 | $2,318+69.7% | $3,204+22.8% | $3,022+30.2% |
| Admin fee / account holder | $18 | $304-94.1% | $5,033-99.6% | $592-96.9% |