Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-0233346 | Recordkeeping | $866 |
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 | $20,357 | $64,176-68.3% | $112,263-81.9% | $66,949-69.6% |
| Participation rate | 88.4% | 68.4%+19.9pp | 75.1%+13.3pp | 69.8%+18.6pp |
| Annual return | -16.27% | -13.80%-2.5pp | 27.49%-43.8pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,458 | $3,007-51.5% | $3,636-59.9% | $2,545-42.7% |
| Participant deferral / active EE | $4,070 | $3,694+10.2% | $4,729-13.9% | $4,239-4.0% |
| Admin fee / account holder | $158 | $626-74.7% | $6,410-97.5% | $594-73.3% |