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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,261 | $50,860-9.0% | $155,574-70.3% | $77,714-40.5% |
| Participation rate | 38.9% | 63.1%-24.3pp | 78.2%-39.4pp | 70.6%-31.7pp |
| Annual return | 13.55% | 34.86%-21.3pp | 64.87%-51.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $248 | $1,991-87.5% | $4,676-94.7% | $2,727-90.9% |
| Participant deferral / active EE | $1,010 | $2,825-64.3% | $5,629-82.1% | $4,649-78.3% |
| Admin fee / account holder | $0 | $436-99.9% | $15,914-100.0% | $433-99.9% |