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 |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $7,825 | $53,128-85.3% | $86,581-91.0% | $70,124-88.8% |
| Participation rate | 87.0% | 65.3%+21.7pp | 73.5%+13.4pp | 69.5%+17.4pp |
| Annual return | 13.61% | 27.66%-14.0pp | 965.06%-951.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,216 | $2,068+103.9% | $2,840+48.5% | $2,342+80.0% |
| Participant deferral / active EE | $3,336 | $2,695+23.8% | $3,609-7.5% | $3,332+0.1% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |