Filed May 4, 2023
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,441 | $69,231-28.6% | $91,994-46.3% | $67,584-26.8% |
| Participation rate | 81.2% | 78.9%+2.3pp | 78.6%+2.6pp | 71.3%+9.9pp |
| Annual return | 54.72% | 32.03%+22.7pp | 69.04%-14.3pp | 378.59%-323.9pp |
| Employer contribution / active EE | $5,156 | $2,284+125.7% | $3,453+49.3% | $2,148+140.0% |
| Participant deferral / active EE | $10,274 | $5,854+75.5% | $5,924+73.4% | $3,540+190.2% |
| Admin fee / account holder | $4 | $107-96.2% | $7,744-99.9% | $142-97.2% |