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.
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 | $17,184 | $37,117-53.7% | $147,618-88.4% | $55,191-68.9% |
| Participation rate | 36.5% | 63.6%-27.1pp | 84.6%-48.1pp | 69.2%-32.7pp |
| Annual return | 3.19% | 3.44%-0.3pp | 61.98%-58.8pp | 10.78%-7.6pp |
| Employer contribution / active EE | $234 | $1,620-85.5% | $5,565-95.8% | $1,899-87.7% |
| Participant deferral / active EE | $1,062 | $1,985-46.5% | $4,895-78.3% | $3,046-65.1% |
| Admin fee / account holder | $101 | $86+17.5% | $11,612-99.1% | $91+10.8% |