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 27 · EIN 91-2096181 | Advisory (Plan) | $16,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,070 | $65,453-23.5% | $86,691-42.2% | $66,930-25.2% |
| Participation rate | 33.8% | 75.5%-41.7pp | 76.6%-42.8pp | 69.8%-36.0pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.94%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,071 | $4,102-25.1% | $4,656-34.0% | $4,238-27.5% |
| Admin fee / account holder | $324 | $642-49.5% | $7,492-95.7% | $593-45.4% |