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 |
|---|---|---|
PEOPLES BANK1+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $303 |
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 | $1,528 | $52,911-97.1% | $73,309-97.9% | $59,633-97.4% |
| Participation rate | 81.8% | 68.2%+13.6pp | 74.9%+6.9pp | 68.7%+13.1pp |
| Annual return | -0.48% | 12.20%-12.7pp | 5.67%-6.2pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $699 | $4,069-82.8% | $4,991-86.0% | $3,192-78.1% |
| Admin fee / account holder | $2 | $3,835-99.9% | $5,635-100.0% | $4,297-99.9% |