Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,396 | $43,504+31.9% | $68,612-16.3% | $56,289+2.0% |
| Participation rate | 94.3% | 67.8%+26.5pp | 72.2%+22.1pp | 69.9%+24.5pp |
| Annual return | -5.25% | -3.15%-2.1pp | -4.63%-0.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,474 | $1,525-3.4% | $2,625-43.9% | $2,111-30.2% |
| Participant deferral / active EE | $5,462 | $2,509+117.7% | $3,311+65.0% | $3,350+63.0% |
| Admin fee / account holder | $10 | $515-98.0% | $5,131-99.8% | $521-98.0% |