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 |
|---|---|---|
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $7,842 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,036 | $81,474-69.3% | $133,971-81.3% | $73,493-65.9% |
| Participation rate | 31.7% | 76.4%-44.7pp | 79.8%-48.2pp | 70.7%-39.0pp |
| Annual return | 13.60% | 19.40%-5.8pp | 45.09%-31.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,373 | $2,209-37.9% | $3,919-65.0% | $2,270-39.5% |
| Participant deferral / active EE | $1,949 | $3,786-48.5% | $5,047-61.4% | $3,740-47.9% |
| Admin fee / account holder | $116 | $713-83.7% | $8,929-98.7% | $513-77.4% |