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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $15,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,095 | $41,854-37.7% | $73,836-64.7% | $52,331-50.1% |
| Participation rate | 41.6% | 66.2%-24.6pp | 73.4%-31.8pp | 68.1%-26.5pp |
| Annual return | 5.36% | 2.11%+3.2pp | 2268.06%-2262.7pp | 4.54%+0.8pp |
| Employer contribution / active EE | $516 | $1,920-73.1% | $2,787-81.5% | $1,882-72.6% |
| Participant deferral / active EE | $1,485 | $2,498-40.6% | $3,583-58.6% | $3,022-50.9% |
| Admin fee / account holder | $1 | $493-99.8% | $4,882-100.0% | $592-99.8% |