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 | $0 |
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.
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 | $40,247 | $59,535-32.4% | $90,161-55.4% | $62,293-35.4% |
| Participation rate | 16.8% | 73.0%-56.3pp | 76.9%-60.1pp | 69.5%-52.8pp |
| Annual return | 21.02% | 23.53%-2.5pp | 34.89%-13.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $754 | $1,826-58.7% | $3,318-77.3% | $2,042-63.1% |
| Participant deferral / active EE | $790 | $4,639-83.0% | $5,287-85.1% | $3,169-75.1% |
| Admin fee / account holder | $17 | $337-94.9% | $5,943-99.7% | $479-96.4% |