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 | $39,680 | $80,753-50.9% | $136,298-70.9% | $62,293-36.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.33% | 35.83%-19.5pp | 5156.27%-5139.9pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,293 | $2,884-20.5% | $4,696-51.2% | $2,042+12.3% |
| Participant deferral / active EE | $2,774 | $5,164-46.3% | $6,247-55.6% | $3,169-12.5% |
| Admin fee / account holder | $35 | $525-93.4% | $9,244-99.6% | $479-92.8% |