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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,475 | $48,570-66.1% | $130,660-87.4% | $72,975-77.4% |
| Participation rate | 55.9% | 58.6%-2.7pp | 71.7%-15.8pp | 69.5%-13.6pp |
| Annual return | 21.80% | 38.63%-16.8pp | 1709.29%-1687.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $801 | $1,334-39.9% | $4,092-80.4% | $2,440-67.2% |
| Participant deferral / active EE | $1,564 | $2,384-34.4% | $3,603-56.6% | $3,608-56.7% |
| Admin fee / account holder | $45 | $3,549-98.7% | $5,463-99.2% | $5,124-99.1% |