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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,779 | $51,244-38.0% | $80,977-60.8% | $55,167-42.4% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.0%+4.5pp |
| Annual return | 7.48% | 17.39%-9.9pp | 17.11%-9.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,457 | $4,418-44.4% | $5,696-56.9% | $3,054-19.6% |
| Admin fee / account holder | $129 | $398-67.7% | $5,517-97.7% | $504-74.5% |