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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $224,711 | $128,603+74.7% | $197,124+14.0% | $67,986+230.5% |
| Participation rate | 82.9% | 81.7%+1.2pp | 86.7%-3.8pp | 57.2%+25.7pp |
| Annual return | 17.17% | 23.77%-6.6pp | 44.34%-27.2pp | 31.67%-14.5pp |
| Employer contribution / active EE | $533 | $4,379-87.8% | $6,227-91.4% | $2,019-73.6% |
| Participant deferral / active EE | $16,943 | $6,840+147.7% | $9,135+85.5% | $3,358+404.6% |
| Admin fee / account holder | $12 | $3,035-99.6% | $16,298-99.9% | $3,203-99.6% |