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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,751 | $64,286+11.6% | $90,970-21.1% | $73,412-2.3% |
| Participation rate | 28.7% | 63.6%-34.9pp | 69.0%-40.3pp | 72.2%-43.5pp |
| Annual return | 15.11% | 21.46%-6.4pp | 134.58%-119.5pp | 59.30%-44.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,877 | $2,453-23.5% | $3,373-44.4% | $3,806-50.7% |
| Admin fee / account holder | $285 | $287-0.8% | $5,960-95.2% | $158+80.3% |