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 | $79,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,211 | $95,417-66.2% | $135,974-76.3% | $74,460-56.7% |
| Participation rate | 67.6% | 78.2%-10.6pp | 81.9%-14.3pp | 70.7%-3.1pp |
| Annual return | 27.91% | 32.76%-4.9pp | 68.30%-40.4pp | 34.38%-6.5pp |
| Employer contribution / active EE | $1,095 | $3,878-71.8% | $4,859-77.5% | $2,638-58.5% |
| Participant deferral / active EE | $5,072 | $7,789-34.9% | $7,760-34.6% | $4,530+12.0% |
| Admin fee / account holder | $337 | $266+26.8% | $10,767-96.9% | $348-3.0% |