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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $1,242 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $894 |
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 | $44,086 | $50,812-13.2% | $155,602-71.7% | $77,692-43.3% |
| Participation rate | 46.5% | 63.1%-16.7pp | 78.2%-31.7pp | 70.6%-24.1pp |
| Annual return | 14.90% | 34.85%-20.0pp | 64.81%-49.9pp | 31.25%-16.3pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,502 | $2,822-11.3% | $5,629-55.5% | $4,648-46.2% |
| Admin fee / account holder | $3 | $436-99.3% | $15,923-100.0% | $431-99.3% |