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 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,395 | $45,602-26.8% | $117,529-71.6% | $66,949-50.1% |
| Participation rate | 63.3% | 57.6%+5.6pp | 70.6%-7.3pp | 69.8%-6.6pp |
| Annual return | -22.65% | -16.74%-5.9pp | 29.77%-52.4pp | 1.57%-24.2pp |
| Employer contribution / active EE | $2,680 | $1,579+69.8% | $4,179-35.9% | $2,545+5.3% |
| Participant deferral / active EE | $4,518 | $2,845+58.8% | $4,072+10.9% | $4,239+6.6% |
| Admin fee / account holder | $31 | $661-95.3% | $5,645-99.4% | $594-94.8% |