Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,137 | $51,769+60.6% | $57,356+44.9% | $52,331+58.9% |
| Participation rate | 47.6% | 75.2%-27.6pp | 75.1%-27.5pp | 68.1%-20.5pp |
| Annual return | 1.55% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,671 | $2,335-28.4% | $2,689-37.8% | $1,882-11.2% |
| Participant deferral / active EE | $2,358 | $2,794-15.6% | $3,162-25.4% | $3,022-22.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |