Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $2,029 |
CADARET GRANT & CO INC2 years Service code 53 · EIN 22-2361254 | Insurance Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,266 | $102,661-69.5% | $151,639-79.4% | $66,938-53.3% |
| Participation rate | 57.0% | 85.5%-28.5pp | 87.5%-30.5pp | 69.8%-12.8pp |
| Annual return | -16.02% | -10.81%-5.2pp | 3.34%-19.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,441 | $4,184-41.7% | $6,165-60.4% | $2,545-4.1% |
| Participant deferral / active EE | $4,362 | $6,645-34.4% | $8,363-47.8% | $4,238+2.9% |
| Admin fee / account holder | $6 | $630-99.0% | $11,613-99.9% | $594-99.0% |