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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,094 | $38,595-66.1% | $80,004-83.6% | $52,331-75.0% |
| Participation rate | 53.9% | 64.5%-10.6pp | 73.0%-19.1pp | 68.1%-14.2pp |
| Annual return | -3.38% | 2.04%-5.4pp | 7.63%-11.0pp | 4.54%-7.9pp |
| Employer contribution / active EE | $419 | $1,133-63.0% | $2,473-83.1% | $1,882-77.7% |
| Participant deferral / active EE | $2,411 | $2,318+4.0% | $3,204-24.7% | $3,022-20.2% |
| Admin fee / account holder | $12 | $304-95.9% | $5,033-99.8% | $592-97.9% |