Filed October 2, 2025
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.
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 | $212,488 | $58,312+264.4% | $86,656+145.2% | $71,529+197.1% |
| Participation rate | 90.1% | 65.0%+25.1pp | 71.7%+18.4pp | 67.9%+22.2pp |
| Annual return | 18.26% | 24.08%-5.8pp | 593.09%-574.8pp | 28.97%-10.7pp |
| Employer contribution / active EE | $8,179 | $2,576+217.5% | $3,025+170.3% | $2,590+215.8% |
| Participant deferral / active EE | $8,134 | $3,439+136.5% | $4,439+83.2% | $4,291+89.5% |
| Admin fee / account holder | $20 | $1,057-98.1% | $5,619-99.6% | $1,588-98.8% |