Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,698 | $101,499-67.8% | $147,005-77.8% | $74,546-56.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 32.92% | 8732.34%-8699.4pp | 418.76%-385.8pp | 1366.03%-1333.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,733 | $7,304+74.3% | $8,070+57.8% | $4,347+192.9% |
| Admin fee / account holder | $29 | $1,748-98.3% | $13,006-99.8% | $1,944-98.5% |