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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,192 | $73,102+514.5% | $123,553+263.6% | $56,289+698.0% |
| Participation rate | 82.8% | 74.3%+8.5pp | 82.3%+0.5pp | 69.9%+13.0pp |
| Annual return | -1.34% | 3.01%-4.3pp | 119.21%-120.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $4,839 | $2,977+62.5% | $4,628+4.6% | $2,111+129.2% |
| Participant deferral / active EE | $8,124 | $5,423+49.8% | $6,426+26.4% | $3,350+142.5% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |