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 35-0145825 | Recordkeeping | $1,381 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,266 | $55,470+5.0% | $155,556-62.5% | $74,478-21.8% |
| Participation rate | 42.8% | 61.9%-19.1pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 9.90% | 269.80%-259.9pp | 64.84%-54.9pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,265 | $2,267-44.2% | $4,675-72.9% | $2,626-51.8% |
| Participant deferral / active EE | $1,423 | $2,838-49.9% | $5,631-74.7% | $4,350-67.3% |
| Admin fee / account holder | $8 | $1,744-99.6% | $15,885-100.0% | $1,946-99.6% |