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 19 · EIN 51-0396365 | Securities Custodian | $139,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,468 | $56,095-54.6% | $178,503-85.7% | $90,274-71.8% |
| Participation rate | 53.7% | 65.6%-11.8pp | 81.9%-28.2pp | 73.4%-19.6pp |
| Annual return | 10.43% | 28.81%-18.4pp | 151.12%-140.7pp | 53.97%-43.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $27 | $101-73.0% | $13,987-99.8% | $114-76.2% |