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 | $14,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $15,529 | $42,546-63.5% | $71,796-78.4% | $55,167-71.9% |
| Participation rate | 47.0% | 59.1%-12.1pp | 69.1%-22.1pp | 69.0%-22.0pp |
| Annual return | 6.78% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $479 | $803-40.4% | $1,924-75.1% | $1,963-75.6% |
| Participant deferral / active EE | $717 | $2,064-65.3% | $2,794-74.3% | $3,054-76.5% |
| Admin fee / account holder | $135 | $650-79.2% | $4,815-97.2% | $504-73.1% |