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 |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $4,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,876 | $42,909-9.4% | $152,093-74.4% | $71,012-45.3% |
| Participation rate | 34.3% | 54.7%-20.4pp | 77.8%-43.5pp | 58.6%-24.2pp |
| Annual return | 11.86% | 30.57%-18.7pp | 66.36%-54.5pp | 37.67%-25.8pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,097 | $1,904-42.4% | $5,451-79.9% | $3,246-66.2% |
| Admin fee / account holder | $16 | $1,014-98.5% | $14,497-99.9% | $1,167-98.7% |