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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,926 | $52,467-73.5% | $57,196-75.7% | $55,167-74.8% |
| Participation rate | 43.6% | 75.8%-32.2pp | 75.3%-31.7pp | 69.0%-25.4pp |
| Annual return | 10.63% | 7.72%+2.9pp | 14.59%-4.0pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,182 | $2,477-52.3% | $2,683-55.9% | $1,963-39.8% |
| Participant deferral / active EE | $1,872 | $2,830-33.9% | $3,096-39.6% | $3,054-38.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |