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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,765 | $65,092-20.5% | $143,799-64.0% | $66,938-22.7% |
| Participation rate | 60.6% | 65.2%-4.6pp | 80.3%-19.7pp | 69.8%-9.2pp |
| Annual return | -16.87% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,106 | $2,362-53.2% | $4,952-77.7% | $2,545-56.5% |
| Participant deferral / active EE | $1,699 | $2,920-41.8% | $5,638-69.9% | $4,238-59.9% |
| Admin fee / account holder | $33 | $502-93.3% | $14,677-99.8% | $594-94.4% |