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.
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 | $26,680 | $136,307-80.4% | $177,827-85.0% | $73,493-63.7% |
| Participation rate | 28.2% | 86.1%-57.9pp | 87.7%-59.5pp | 70.7%-42.5pp |
| Annual return | 12.76% | 18.68%-5.9pp | 48.32%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,212 | $5,829-79.2% | $7,713-84.3% | $3,740-67.6% |
| Admin fee / account holder | $16 | $596-97.3% | $12,429-99.9% | $513-96.9% |