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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,864 | $81,494-31.5% | $133,978-58.3% | $73,497-24.0% |
| Participation rate | 26.2% | 76.4%-50.1pp | 79.8%-53.6pp | 70.7%-44.4pp |
| Annual return | 14.80% | 19.40%-4.6pp | 45.10%-30.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,085 | $3,787-71.4% | $5,047-78.5% | $3,740-71.0% |
| Admin fee / account holder | $246 | $713-65.5% | $8,930-97.2% | $513-52.1% |