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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,772 | $37,463-9.9% | $77,096-56.2% | $66,938-49.5% |
| Participation rate | 41.8% | 52.9%-11.1pp | 67.9%-26.1pp | 69.8%-28.0pp |
| Annual return | -20.32% | -3.25%-17.1pp | 42.35%-62.7pp | 1.58%-21.9pp |
| Employer contribution / active EE | $565 | $1,535-63.2% | $2,814-79.9% | $2,545-77.8% |
| Participant deferral / active EE | $1,478 | $2,621-43.6% | $4,429-66.6% | $4,238-65.1% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |