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 | $95,453 | $54,320+75.7% | $67,652+41.1% | $52,331+82.4% |
| Participation rate | 85.6% | 73.6%+12.0pp | 75.7%+9.9pp | 68.1%+17.5pp |
| Annual return | 1.71% | 6.81%-5.1pp | 6625.40%-6623.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,113 | $2,950+39.4% | $3,560+15.5% | $3,022+36.1% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |