Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,077 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $101,653-88.2% | $147,080-91.8% | $74,459-83.9% |
| Participation rate | 80.8% | 75.6%+5.3pp | 82.2%-1.4pp | 67.2%+13.6pp |
| Annual return | 20.51% | 8754.98%-8734.5pp | 420.17%-399.7pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $666 | $3,813-82.5% | $4,933-86.5% | $2,626-74.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $24 | $1,752-98.7% | $12,989-99.8% | $1,945-98.8% |