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 35-0145825 | Recordkeeping | $7,189 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,510 | $202,342-89.9% | $172,753-88.1% | $152,909-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.89% | 1029.88%-1023.0pp | 803.00%-796.1pp | 345.46%-338.6pp |
| Employer contribution / active EE | $1,143 | $5,857-80.5% | $5,144-77.8% | $4,764-76.0% |
| Participant deferral / active EE | $1,811 | $5,948-69.6% | $5,198-65.2% | $5,851-69.1% |
| Admin fee / account holder | $1,599 | $17,112-90.7% | $13,956-88.5% | $11,601-86.2% |