Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,075 | $129,095-89.1% | $184,185-92.4% | $77,692-81.9% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.8%+6.9pp | 70.6%+23.2pp |
| Annual return | 53.10% | 33.29%+19.8pp | 28.81%+24.3pp | 31.25%+21.8pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,426-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,578 | $7,300-23.6% | $9,132-38.9% | $4,648+20.0% |
| Admin fee / account holder | $12 | $256-95.5% | $13,909-99.9% | $431-97.3% |