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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $61 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,059 | $50,919+53.3% | $155,556-49.8% | $77,762+0.4% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.2pp | 70.6%-33.6pp |
| Annual return | 14.80% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $621 | $1,991-68.8% | $4,675-86.7% | $2,728-77.2% |
| Participant deferral / active EE | $881 | $2,824-68.8% | $5,631-84.4% | $4,651-81.1% |
| Admin fee / account holder | $1 | $437-99.8% | $15,885-100.0% | $433-99.8% |