Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $2,298 | $37,463-93.9% | $77,100-97.0% | $66,949-96.6% |
| Participation rate | 17.7% | 52.9%-35.2pp | 67.9%-50.2pp | 69.8%-52.1pp |
| Annual return | -17.31% | -3.25%-14.1pp | 42.35%-59.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $293 | $2,621-88.8% | $4,430-93.4% | $4,239-93.1% |
| Admin fee / account holder | $11 | $568-98.0% | $5,443-99.8% | $594-98.1% |