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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,265 | $55,446-76.1% | $155,574-91.5% | $74,429-82.2% |
| Participation rate | 92.4% | 61.9%+30.5pp | 78.2%+14.2pp | 67.2%+25.2pp |
| Annual return | 11.96% | 269.20%-257.2pp | 64.87%-52.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,676 | $2,266-26.0% | $4,676-64.2% | $2,625-36.1% |
| Participant deferral / active EE | $501 | $2,836-82.4% | $5,629-91.1% | $4,348-88.5% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |