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 15 · EIN 01-0233346 | Recordkeeping | $175 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,163 | $31,679+74.1% | $74,722-26.2% | $65,185-15.4% |
| Participation rate | 20.7% | 40.4%-19.6pp | 54.5%-33.7pp | 70.2%-49.5pp |
| Annual return | 17.54% | 39.04%-21.5pp | 753.11%-735.6pp | 29.38%-11.8pp |
| Employer contribution / active EE | $453 | $566-20.0% | $1,084-58.2% | $2,177-79.2% |
| Participant deferral / active EE | $845 | $1,191-29.0% | $1,963-56.9% | $3,514-75.9% |
| Admin fee / account holder | $579 | $379+52.7% | $3,335-82.6% | $847-31.7% |