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 |
|---|---|---|
LPL FINANCIAL6 years Service code 99 · EIN 04-3046611 | Other Fees | $25,110 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,304 | $52,188-72.6% | $86,656-83.5% | $74,473-80.8% |
| Participation rate | 54.0% | 66.3%-12.3pp | 71.7%-17.7pp | 70.7%-16.7pp |
| Annual return | 20.44% | 44.46%-24.0pp | 593.09%-572.6pp | 34.36%-13.9pp |
| Employer contribution / active EE | $231 | $2,282-89.9% | $3,025-92.4% | $2,638-91.2% |
| Participant deferral / active EE | $973 | $3,383-71.2% | $4,439-78.1% | $4,530-78.5% |
| Admin fee / account holder | $9 | $319-97.3% | $5,619-99.8% | $347-97.5% |