Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $71,953 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,722 | $84,493-66.0% | $125,381-77.1% | $66,938-57.1% |
| Participation rate | 58.3% | 76.4%-18.1pp | 82.4%-24.0pp | 69.8%-11.5pp |
| Annual return | -17.29% | -8.49%-8.8pp | 572.31%-589.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $907 | $3,554-74.5% | $4,815-81.2% | $2,545-64.4% |
| Participant deferral / active EE | $4,611 | $6,783-32.0% | $7,448-38.1% | $4,238+8.8% |
| Admin fee / account holder | $380 | $685-44.6% | $10,007-96.2% | $594-36.1% |