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.
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 | $20,759 | $76,551-72.9% | $123,894-83.2% | $62,881-67.0% |
| Participation rate | 60.4% | 73.0%-12.6pp | 81.4%-21.0pp | 69.3%-8.9pp |
| Annual return | 6.74% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $832 | $2,882-71.1% | $4,617-82.0% | $2,281-63.5% |
| Participant deferral / active EE | $1,553 | $4,840-67.9% | $5,984-74.1% | $3,203-51.5% |
| Admin fee / account holder | $22 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |