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 | $2,182 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,030 | $70,917-64.7% | $98,920-74.7% | $73,493-65.9% |
| Participation rate | 61.6% | 73.8%-12.2pp | 76.0%-14.5pp | 70.7%-9.1pp |
| Annual return | 13.51% | 34.18%-20.7pp | 196.47%-183.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $749 | $2,037-63.2% | $2,689-72.1% | $2,270-67.0% |
| Participant deferral / active EE | $1,433 | $3,501-59.1% | $4,245-66.2% | $3,740-61.7% |
| Admin fee / account holder | $34 | $535-93.7% | $6,643-99.5% | $513-93.4% |