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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,108 | $78,013-2.4% | $178,449-57.4% | $80,911-5.9% |
| Participation rate | 92.0% | 65.7%+26.3pp | 77.1%+14.9pp | 67.6%+24.4pp |
| Annual return | 12.35% | 18.07%-5.7pp | 27.09%-14.7pp | 35.63%-23.3pp |
| Employer contribution / active EE | $758 | $2,287-66.9% | $3,951-80.8% | $2,756-72.5% |
| Participant deferral / active EE | $3,813 | $4,408-13.5% | $6,277-39.2% | $4,297-11.3% |
| Admin fee / account holder | $33 | $7,166-99.5% | $10,362-99.7% | $6,935-99.5% |