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 13 · EIN 42-0127290 | Contract Administrator | $2,579 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
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 | $11,991 | $65,083-81.6% | $143,788-91.7% | $66,930-82.1% |
| Participation rate | 47.1% | 65.2%-18.1pp | 80.3%-33.3pp | 69.8%-22.8pp |
| Annual return | -14.07% | -11.13%-2.9pp | -0.03%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $645 | $2,920-77.9% | $5,638-88.6% | $4,238-84.8% |
| Admin fee / account holder | $76 | $502-84.8% | $14,675-99.5% | $593-87.1% |