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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES10+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $6,600 |
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 | $158,149 | $50,820+211.2% | $155,567+1.7% | $77,671+103.6% |
| Participation rate | 60.8% | 63.1%-2.4pp | 78.2%-17.4pp | 70.6%-9.8pp |
| Annual return | 17.65% | 34.85%-17.2pp | 64.74%-47.1pp | 31.21%-13.6pp |
| Employer contribution / active EE | $2,258 | $1,993+13.3% | $4,674-51.7% | $2,726-17.2% |
| Participant deferral / active EE | $9,747 | $2,823+245.3% | $5,628+73.2% | $4,648+109.7% |
| Admin fee / account holder | $150 | $436-65.6% | $15,916-99.1% | $430-65.1% |