Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,315 | $102,385-41.1% | $147,080-59.0% | $80,935-25.5% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 33.54% | 135.09%-101.6pp | 420.17%-386.6pp | 35.66%-2.1pp |
| Employer contribution / active EE | $8,221 | $3,717+121.2% | $4,933+66.6% | $2,757+198.2% |
| Participant deferral / active EE | $16,826 | $6,651+153.0% | $8,066+108.6% | $4,299+291.4% |
| Admin fee / account holder | $296 | $7,951-96.3% | $12,989-97.7% | $6,924-95.7% |