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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,647 | $75,183-80.5% | $123,894-88.2% | $55,167-73.4% |
| Participation rate | 41.2% | 72.8%-31.6pp | 81.4%-40.2pp | 69.0%-27.8pp |
| Annual return | 547.35% | 19.01%+528.3pp | 47.52%+499.8pp | 169.23%+378.1pp |
| Employer contribution / active EE | $75 | $2,823-97.4% | $4,617-98.4% | $1,963-96.2% |
| Participant deferral / active EE | $2,517 | $5,084-50.5% | $5,984-57.9% | $3,054-17.6% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |