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.
Employer contribution per participant 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 | $69,643 | $106,230-34.4% | $147,080-52.6% | $77,736-10.4% |
| Participation rate | 37.3% | 78.4%-41.1pp | 82.2%-44.9pp | 70.6%-33.3pp |
| Annual return | 14.36% | 56.91%-42.5pp | 420.17%-405.8pp | 31.26%-16.9pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,367 | $8,001-20.4% | $8,066-21.1% | $4,651+36.9% |
| Admin fee / account holder | $46 | $338-86.3% | $12,989-99.6% | $433-89.3% |