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 | $35,036 | $58,600-40.2% | $83,327-58.0% | $64,173-45.4% |
| Participation rate | 79.6% | 72.0%+7.5pp | 77.8%+1.8pp | 69.6%+10.0pp |
| Annual return | -4.76% | 9.66%-14.4pp | 10.64%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,005 | $4,656-14.0% | $5,565-28.0% | $3,470+15.4% |
| Admin fee / account holder | $23 | $9,282-99.7% | $7,540-99.7% | $4,887-99.5% |