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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,220 | $52,884-69.3% | $84,753-80.9% | $55,167-70.6% |
| Participation rate | 71.8% | 67.5%+4.2pp | 76.6%-4.8pp | 69.0%+2.8pp |
| Annual return | 7.38% | 18.03%-10.7pp | 22.78%-15.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,353 | $2,233-39.4% | $3,574-62.1% | $1,963-31.0% |
| Participant deferral / active EE | $539 | $2,644-79.6% | $3,712-85.5% | $3,054-82.4% |
| Admin fee / account holder | $3 | $581-99.4% | $5,333-99.9% | $504-99.3% |