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.
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 | $28,896 | $64,138-54.9% | $112,258-74.3% | $66,930-56.8% |
| Participation rate | 45.6% | 68.5%-22.8pp | 75.1%-29.4pp | 69.8%-24.2pp |
| Annual return | -17.89% | -13.81%-4.1pp | 27.47%-45.4pp | 1.57%-19.5pp |
| Employer contribution / active EE | $764 | $3,006-74.6% | $3,636-79.0% | $2,545-70.0% |
| Participant deferral / active EE | $1,940 | $3,694-47.5% | $4,728-59.0% | $4,238-54.2% |
| Admin fee / account holder | $86 | $625-86.2% | $6,411-98.7% | $593-85.5% |