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 | $77,962-2.4% | $178,540-57.4% | $80,935-6.0% |
| Participation rate | 92.0% | 65.7%+26.3pp | 77.1%+14.9pp | 67.7%+24.3pp |
| Annual return | 12.35% | 18.10%-5.7pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $758 | $2,280-66.8% | $3,953-80.8% | $2,757-72.5% |
| Participant deferral / active EE | $3,813 | $4,404-13.4% | $6,281-39.3% | $4,299-11.3% |
| Admin fee / account holder | $33 | $7,156-99.5% | $10,424-99.7% | $6,924-99.5% |