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 | $24,511 | $65,434-62.5% | $98,483-75.1% | $85,847-71.4% |
| Participation rate | 49.0% | 65.0%-16.0pp | 73.3%-24.4pp | 69.3%-20.3pp |
| Annual return | 17.16% | 21.75%-4.6pp | 1494.38%-1477.2pp | 318.61%-301.4pp |
| Employer contribution / active EE | $1,671 | $2,169-23.0% | $2,961-43.6% | $2,565-34.9% |
| Participant deferral / active EE | $3,906 | $3,168+23.3% | $4,276-8.7% | $3,952-1.2% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |