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 16-1450952 | Recordkeeping | $9,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,656 | $36,002+18.5% | $161,489-73.6% | $64,728-34.1% |
| Participation rate | 32.0% | 57.4%-25.5pp | 78.7%-46.7pp | 57.9%-25.9pp |
| Annual return | 12.26% | 33.93%-21.7pp | 89.72%-77.5pp | 49.38%-37.1pp |
| Employer contribution / active EE | $909 | $1,380-34.1% | $4,268-78.7% | $2,243-59.5% |
| Participant deferral / active EE | $1,431 | $1,815-21.2% | $5,630-74.6% | $2,729-47.6% |
| Admin fee / account holder | $40 | $931-95.7% | $16,006-99.8% | $1,145-96.5% |