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 | $33,596 | $57,828-41.9% | $117,039-71.3% | $70,124-52.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 17.82% | 17.55%+0.3pp | 18.95%-1.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $5,213 | $1,816+187.1% | $3,785+37.8% | $2,342+122.6% |
| Participant deferral / active EE | $2,132 | $2,438-12.5% | $3,929-45.7% | $3,332-36.0% |
| Admin fee / account holder | $7 | $3,548-99.8% | $5,974-99.9% | $4,645-99.8% |