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 |
|---|---|---|
BOKF, NA10+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $15,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,586 | $55,472-79.1% | $155,567-92.6% | $74,546-84.5% |
| Participation rate | 62.2% | 61.9%+0.3pp | 78.2%-16.0pp | 67.2%-5.0pp |
| Annual return | 11.28% | 268.72%-257.4pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $230 | $2,269-89.8% | $4,674-95.1% | $2,624-91.2% |
| Participant deferral / active EE | $932 | $2,838-67.2% | $5,628-83.4% | $4,347-78.6% |
| Admin fee / account holder | $101 | $1,743-94.2% | $15,916-99.4% | $1,944-94.8% |