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 |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 | Directed Trustee | $1,856 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,190 | $72,770-84.6% | $67,652-83.5% | $55,191-79.7% |
| Participation rate | 27.4% | 78.8%-51.3pp | 75.7%-48.2pp | 69.2%-41.7pp |
| Annual return | -0.53% | -3.26%+2.7pp | 6625.40%-6625.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $515 | $3,408-84.9% | $3,560-85.5% | $3,046-83.1% |
| Admin fee / account holder | $31 | $79-60.7% | $4,821-99.4% | $91-65.9% |