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 64 · EIN 04-2647786 | Recordkeeping Fees | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,864 | $65,322-68.1% | $70,494-70.4% | $73,497-71.6% |
| Participation rate | 67.4% | 77.0%-9.6pp | 75.1%-7.7pp | 70.7%-3.3pp |
| Annual return | 21.99% | 15.71%+6.3pp | 109.16%-87.2pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,311 | $2,460-46.7% | $2,738-52.1% | $2,270-42.3% |
| Participant deferral / active EE | $1,688 | $3,375-50.0% | $3,711-54.5% | $3,740-54.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |