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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $23,018 |
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 | $9,562 | $33,745-71.7% | $64,105-85.1% | $55,191-82.7% |
| Participation rate | 87.2% | 59.4%+27.9pp | 68.2%+19.1pp | 69.2%+18.1pp |
| Annual return | 3.48% | 4.95%-1.5pp | 791.24%-787.8pp | 10.78%-7.3pp |
| Employer contribution / active EE | $179 | $641-72.1% | $1,820-90.2% | $1,899-90.6% |
| Participant deferral / active EE | $955 | $1,929-50.5% | $2,822-66.1% | $3,046-68.6% |
| Admin fee / account holder | $55 | $94-41.6% | $4,499-98.8% | $91-39.3% |