Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,503 | $55,453-45.0% | $170,435-82.1% | $62,293-51.0% |
| Participation rate | 27.6% | 66.4%-38.8pp | 83.6%-56.0pp | 69.5%-41.9pp |
| Annual return | 13.35% | 21.38%-8.0pp | 205.94%-192.6pp | 28.90%-15.5pp |
| Employer contribution / active EE | $414 | $2,164-80.9% | $5,432-92.4% | $2,042-79.7% |
| Participant deferral / active EE | $555 | $2,303-75.9% | $4,939-88.8% | $3,169-82.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |