Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,858 | $46,332+18.4% | $143,797-61.9% | $64,824-15.4% |
| Participation rate | 32.7% | 64.2%-31.6pp | 80.3%-47.6pp | 71.5%-38.8pp |
| Annual return | -12.89% | -10.05%-2.8pp | -0.04%-12.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $599 | $1,911-68.7% | $4,952-87.9% | $2,507-76.1% |
| Participant deferral / active EE | $1,278 | $2,647-51.7% | $5,638-77.3% | $4,311-70.4% |
| Admin fee / account holder | $26 | $154-83.3% | $14,679-99.8% | $188-86.3% |