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.
Employer 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 | $49,416 | $54,237-8.9% | $90,300-45.3% | $67,579-26.9% |
| Participation rate | 36.3% | 68.6%-32.3pp | 73.3%-36.9pp | 71.3%-34.9pp |
| Annual return | 18.79% | 37.27%-18.5pp | 78.11%-59.3pp | 378.56%-359.8pp |
| Employer contribution / active EE | $102 | $1,846-94.5% | $2,854-96.4% | $2,148-95.2% |
| Participant deferral / active EE | $1,757 | $2,625-33.1% | $3,884-54.8% | $3,539-50.3% |
| Admin fee / account holder | $48 | $123-61.3% | $5,353-99.1% | $142-66.5% |