Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,588 | $84,482-81.5% | $125,363-87.6% | $66,930-76.7% |
| Participation rate | 93.8% | 76.4%+17.4pp | 82.4%+11.4pp | 69.8%+24.0pp |
| Annual return | -4.23% | -8.49%+4.3pp | 572.15%-576.4pp | 1.57%-5.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,942 | $6,782+31.9% | $7,447+20.1% | $4,238+111.0% |
| Admin fee / account holder | $14 | $685-98.0% | $10,005-99.9% | $593-97.7% |