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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,488 | $52,722+77.3% | $90,440+3.4% | $73,412+27.3% |
| Participation rate | 21.8% | 67.7%-45.9pp | 72.7%-50.9pp | 72.2%-50.4pp |
| Annual return | 20.75% | 20.70%0pp | 1294.38%-1273.6pp | 59.30%-38.5pp |
| Employer contribution / active EE | $291 | $1,872-84.4% | $3,263-91.1% | $2,234-87.0% |
| Participant deferral / active EE | $1,244 | $2,810-55.7% | $3,964-68.6% | $3,806-67.3% |
| Admin fee / account holder | $18 | $117-84.3% | $5,615-99.7% | $158-88.4% |