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 | $71,492 | $51,769+38.1% | $57,349+24.7% | $52,331+36.6% |
| Participation rate | 91.4% | 75.2%+16.1pp | 75.1%+16.3pp | 68.1%+23.3pp |
| Annual return | 0.94% | 2.43%-1.5pp | 24.40%-23.5pp | 4.54%-3.6pp |
| Employer contribution / active EE | $3,256 | $2,335+39.4% | $2,689+21.1% | $1,882+73.0% |
| Participant deferral / active EE | $2,962 | $2,794+6.0% | $3,162-6.3% | $3,022-2.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |