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 | $237,077 | $122,585+93.4% | $184,256+28.7% | $200,096+18.5% |
| Participation rate | 99.4% | 86.9%+12.5pp | 86.8%+12.6pp | 72.0%+27.4pp |
| Annual return | 13.99% | 144.12%-130.1pp | 28.85%-14.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $10,500 | $4,571+129.7% | $6,427+63.4% | $3,038+245.7% |
| Participant deferral / active EE | $17,182 | $7,972+115.5% | $9,133+88.1% | $5,090+237.6% |
| Admin fee / account holder | $3 | $120-97.8% | $13,899-100.0% | $269-99.0% |