Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 36-3132823 | Plan Administrator | $0 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 71-3182674 | Custodial (other than securities); Tr... | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,076 | $104,336-83.6% | $159,474-89.3% | $86,821-80.3% |
| Participation rate | 38.8% | 77.7%-38.9pp | 82.8%-44.0pp | 72.3%-33.4pp |
| Annual return | 24.75% | 26.32%-1.6pp | 263.68%-238.9pp | 97.94%-73.2pp |
| Employer contribution / active EE | $1,071 | $3,451-69.0% | $4,831-77.8% | $2,406-55.5% |
| Participant deferral / active EE | $2,022 | $6,837-70.4% | $7,353-72.5% | $4,132-51.1% |
| Admin fee / account holder | $94 | $172-45.5% | $10,802-99.1% | $170-44.6% |