Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,414 | $50,151-89.2% | $149,696-96.4% | $80,157-93.2% |
| Participation rate | 41.2% | 64.3%-23.1pp | 78.8%-37.6pp | 72.9%-31.8pp |
| Annual return | 16.68% | 29.80%-13.1pp | 134.46%-117.8pp | 40.39%-23.7pp |
| Employer contribution / active EE | $774 | $1,867-58.6% | $4,821-83.9% | $2,977-74.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $26 | $153-83.1% | $13,212-99.8% | $145-82.2% |